Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FRIEDENTHAL FINANCIAL | CAP STK CL C | 5251 | $80,796 | 440 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
HOOVER FINANCIAL ADVISORS INC | CAP STK CL C | 5252 | $1,093,000 | 436 | 0.19 | 0.18 | 12 | 2.83 | 06-30-2021 |
CEDAR MOUNTAIN ADVISORS LLC | CAP STK CL C | 5253 | $78,137 | 426 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
AGF INVESTMENTS LLC | COM | 5254 | $39,000 | 407 | 0.00 | 0.02 | 307 | 307.00 | 09-30-2022 |