Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
HC FINANCIAL ADVISORS INC 05-04-2022 03-31-2022 321 167,991,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
LL FLOORING HOLDINGS INC COM 301 $8,000 600 0.00 0.01 0 0.00 03-31-2022
AGILENT TECHNOLOGIES INC COM 302 $8,000 64 0.00 0.02 -164 -71.93 03-31-2022
ISHARES TR RUS MD CP GR ETF 303 $7,000 67 0.00 0.00 0 0.00 03-31-2022
ARK ETF TR INNOVATION ETF 304 $7,000 113 0.00 0.07 -1,155 -91.09 03-31-2022
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