Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERITAS INVESTMENT COMPANY LLC | SPON ADR NEW | 1001 | $450,000 | 8,306 | 0.02 | 0.01 | 6,517 | 364.28 | 09-30-2021 |
PDS PLANNING INC | SPON ADR NEW | 1002 | $416,660 | 8,302 | 0.00 | 0.00 | 663 | 8.68 | 03-31-2024 |
BYRNE ASSET MANAGEMENT LLC | COM | 1003 | $416,577 | 8,300 | 0.00 | 0.42 | -1,867 | -18.36 | 03-31-2024 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | COM | 1004 | $415,000 | 8,250 | 0.07 | 0.08 | 0 | 0.00 | 03-31-2024 |