Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HURLOW WEALTH MANAGEMENT GROUP INC | COM | 2101 | $356,384 | 3,799 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TIMESCALE FINANCIAL INC | COM | 2102 | $320,963 | 3,785 | 0.00 | 3,785 | +Inf | 06-30-2023 | |
CURI WEALTH MANAGEMENT LLC | COM | 2103 | $354,978 | 3,784 | 0.00 | 0.00 | -39 | -1.02 | 12-31-2023 |
EMPIRICAL FINANCIAL SERVICES LLC DBA EMPIRICAL WEALTH MANAGEMENT | COM | 2104 | $354,790 | 3,782 | 0.00 | 3,782 | +Inf | 12-31-2023 |