Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JOHANSON FINANCIAL ADVISORS INC | COM | 201 | $61,000 | 13,421 | 0.02 | 0.02 | 281 | 2.14 | 09-30-2021 |
CLARAPHI ADVISORY NETWORK LLC | COM | 202 | $41,000 | 10,141 | 0.01 | 0.02 | 0 | 0.00 | 03-31-2022 |
AZZAD ASSET MANAGEMENT INC /ADV | COM | Liquidated | $0 | 0 | 0.00 | 10,000 | +Inf | 03-31-2023 | |
AMERICAN PORTFOLIOS ADVISORS | COM | 204 | $18,901 | 4,690 | 0.00 | 4,690 | +Inf | 03-31-2022 |