Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PACER ADVISORS INC | Common Stock - Domestic | 551 | $27,080 | 141 | 0.00 | 141 | +Inf | 06-30-2023 | |
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 132 | +Inf | 03-31-2024 | |
HC FINANCIAL ADVISORS INC | COM | 553 | $17,000 | 128 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2022 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 554 | $23,113 | 125 | 0.00 | 0.00 | 122 | 4066.67 | 03-31-2024 |