Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORECAP ADVISORS LLC | COM | 1401 | $535,745 | 2,698 | 0.00 | 0.00 | -5,050 | -65.18 | 12-31-2023 |
WEST MICHIGAN ADVISORS LLC | COM | 1402 | $525,403 | 2,697 | 0.00 | 0.00 | 1,242 | 85.36 | 06-30-2023 |
SYMMETRY PARTNERS LLC | COM | 1403 | $531,000 | 2,685 | 0.04 | 0.03 | -478 | -15.11 | 03-31-2024 |
HURLOW WEALTH MANAGEMENT GROUP INC | COM | 1404 | $532,736 | 2,683 | 0.00 | 0.00 | -81 | -2.93 | 12-31-2023 |