Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HC FINANCIAL ADVISORS INC | COM | 1651 | $19,000 | 250 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2022 |
CARMICHAEL HILL & ASSOCIATES INC | COM | 1652 | $10,429 | 244 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PINNACLE WEALTH ADVISORS | COM | 1653 | $19,000 | 240 | 0.00 | 240 | +Inf | 06-30-2021 | |
EVERMAY WEALTH MANAGEMENT LLC | COM | 1654 | $10,935 | 240 | 0.00 | 0.00 | -409 | -63.02 | 06-30-2023 |