Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RITTER DANIHER FINANCIAL ADVISORY LLC | COM | 3551 | $489,000 | 5,918 | 0.34 | 0.26 | -450 | -7.07 | 03-31-2022 |
G2 CAPITAL MANAGEMENT LLC / OH | COM | 3552 | $687,325 | 5,913 | 0.00 | 0.00 | 13 | 0.22 | 03-31-2024 |
TCP ASSET MANAGEMENT LLC | COM | 3553 | $686,762 | 5,908 | 0.00 | 0.00 | 346 | 6.22 | 03-31-2024 |
DORCHESTER WEALTH MANAGEMENT CO | COM | 3554 | $685,816 | 5,900 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |