Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RITTER DANIHER FINANCIAL ADVISORY LLC | COM | 4001 | $851,000 | 790 | 0.59 | 0.48 | 115 | 17.04 | 03-31-2022 |
FPC INVESTMENT ADVISORY INC | COM | 4002 | $193,582 | 779 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
FWL INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 778 | +Inf | 06-30-2024 | |
SPOTLIGHT ASSET GROUP INC | Stock | 4004 | $193,921 | 775 | 0.00 | 775 | +Inf | 12-31-2023 |