Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MICHAEL S RYAN INC | COM | 5251 | $1,745,988 | 4,150 | 0.00 | 0.00 | -95 | -2.24 | 03-31-2024 |
STERLING FINANCIAL GROUP INC | COM | 5252 | $1,744,775 | 4,147 | 0.00 | 0.00 | 338 | 8.87 | 03-31-2024 |
FINANCIAL ADVISORS NETWORK INC | COM | 5253 | $994,542 | 4,147 | 0.00 | 0.26 | 704 | 20.45 | 12-31-2022 |
VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC | COM | 5254 | $1,309,100 | 4,146 | 0.00 | 0.00 | 60 | 1.47 | 09-30-2023 |