Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIDUCIENT ADVISORS LLC | COM | 2351 | $537,781 | 3,288 | 0.00 | 0.00 | 11 | 0.34 | 12-31-2023 |
CORDASCO FINANCIAL NETWORK | COM | 2352 | $427,000 | 3,282 | 0.28 | 0.20 | 1,224 | 59.48 | 03-31-2022 |
MIRACLE MILE ADVISORS LLC | COM | 2353 | $626,540 | 3,281 | 0.00 | 0.00 | 165 | 5.30 | 03-31-2024 |
STONNINGTON GROUP LLC | COM | 2354 | $418,873 | 3,275 | 0.00 | 0.00 | 225 | 7.38 | 03-31-2023 |