Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOOVER FINANCIAL ADVISORS INC | COM | 3401 | $14,000 | 171 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
FINANCIAL SYNERGIES WEALTH ADVISORS INC | COM | Liquidated | $13,001 | 163 | 0.00 | 0.00 | 163 | +Inf | 03-31-2024 |
VALUED WEALTH ADVISORS LLC | COM | 3403 | $12,922 | 162 | 0.00 | 162 | +Inf | 03-31-2024 | |
DUNHILL FINANCIAL LLC | COM | 3404 | $12,798 | 160 | 0.00 | 0.00 | 17 | 11.89 | 03-31-2024 |