Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAKER TILLY WEALTH MANAGEMENT LLC | COM | 2051 | $366,122 | 451 | 0.00 | 0.00 | -10 | -2.17 | 12-31-2023 |
EVERHART FINANCIAL GROUP INC | COM | 2052 | $365,310 | 450 | 0.00 | 0.00 | 14 | 3.21 | 12-31-2023 |
HBW ADVISORY SERVICES LLC | COM | 2053 | $364,000 | 449 | 0.07 | 449 | +Inf | 03-31-2024 | |
ABNER HERRMAN & BROCK LLC | COM | 2054 | $364,000 | 449 | 0.05 | 0.04 | 0 | 0.00 | 12-31-2023 |