Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRIES FINANCIAL LLC | COM | 1801 | $424,462 | 117 | 0.00 | 0.00 | -1 | -0.85 | 03-31-2024 |
AARON WEALTH ADVISORS LLC | COM | 1802 | $420,834 | 116 | 0.00 | 0.00 | 14 | 13.73 | 03-31-2024 |
DGS CAPITAL MANAGEMENT LLC | Stock | 1803 | $417,206 | 115 | 0.00 | 115 | +Inf | 03-31-2024 | |
VERABANK NA | Common Stock | 1804 | $409,950 | 113 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |