Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOCHMAN COLE INVESTMENT ADVISORS INC | COM | 3251 | $208,000 | 1,887 | 0.08 | 0.08 | 0 | 0.00 | 09-30-2021 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 3252 | $171,000 | 1,881 | 0.05 | 0.07 | 108 | 6.09 | 03-31-2022 |
NORTHWEST FINANCIAL ADVISORS | COM | 3253 | $171,515 | 1,876 | 0.00 | 0.00 | 204 | 12.20 | 03-31-2024 |
DOUGHERTY WEALTH ADVISERS LLC | Stock | 3254 | $170,808 | 1,869 | 0.00 | 0.00 | -962 | -33.98 | 03-31-2024 |