Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL SYNERGIES WEALTH ADVISORS INC | COM | 1 | $227,242 | 26,578 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2020 |
AZZAD ASSET MANAGEMENT INC /ADV | COM | 2 | $707,799 | 10,354 | 0.00 | 10,354 | +Inf | 09-30-2014 | |
AMERICAN PORTFOLIOS ADVISORS | COM | 3 | $4,061 | 475 | 0.00 | 475 | +Inf | 09-30-2020 | |
E OHMAN J:OR ASSET MANAGEMENT AB | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,900 | -100.00 | 03-31-2021 |