Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
HC FINANCIAL ADVISORS INC | 05-04-2022 | 03-31-2022 | 321 | 167,991,000 |
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 |