Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISOR RESOURCE COUNCIL | COM | Liquidated | $0 | 0 | 0.00 | 4,935 | +Inf | 03-31-2024 | |
AHRENS INVESTMENT PARTNERS LLC | COM | 1102 | $396,000 | 4,921 | 0.21 | 0.15 | 520 | 11.82 | 09-30-2022 |
AMERITAS ADVISORY SERVICES LLC | COM | Liquidated | $306,596 | 4,900 | 0.00 | 0.00 | 4,900 | +Inf | 03-31-2024 |
MITCHELL SINKLER & STARR/PA | COM | 1104 | $353,878 | 4,900 | 0.00 | 0.00 | -900 | -15.52 | 12-31-2023 |