Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORBES FINANCIAL PLANNING INC | COM | 5151 | $307,000 | 2,900 | 0.44 | 0.59 | 2,755 | 1900.00 | 06-30-2022 |
RIVERWATER PARTNERS LLC | COM | 5152 | $368,140 | 2,896 | 0.00 | 0.00 | 406 | 16.31 | 09-30-2023 |
GERBER LLC | COM | 5153 | $522,261 | 2,895 | 0.00 | 0.00 | -1,074 | -27.06 | 03-31-2024 |
ETF STORE INC | COM | 5154 | $520,937 | 2,888 | 0.00 | 0.00 | 166 | 6.10 | 03-31-2024 |