Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CSAT INVESTMENT ADVISORY LP | COM | 1401 | $14,000 | 225 | 0.01 | 225 | +Inf | 03-31-2021 | |
MINE & ARAO WEALTH CREATION & MANAGEMENT LLC | COM | 1402 | $9,000 | 200 | 0.01 | 0.05 | -1,100 | -84.62 | 09-30-2022 |
HOOVER FINANCIAL ADVISORS INC | COM | 1403 | $13,000 | 187 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
REILLY FINANCIAL ADVISORS LLC | COM | 1404 | $7,000 | 171 | 0.00 | 0.00 | 71 | 71.00 | 12-31-2021 |