Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRATEGIC WEALTH MANAGEMENT GROUP LLC | CAP STK CL C | 5501 | $253,000 | 101 | 0.09 | 0.13 | -63 | -38.41 | 06-30-2021 |
UNIFIED TRUST COMPANY NA | Equities | 5502 | $267,000 | 100 | 0.08 | 0.07 | 4 | 4.17 | 09-30-2021 |
BULL OAK CAPITAL LLC | EQUITY | 5503 | $18,342 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
AVENIR TECH LTD | CAP STK CL C | 5504 | $18,342 | 100 | 0.00 | 100 | +Inf | 06-30-2024 |