Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HC FINANCIAL ADVISORS INC | COM | 2451 | $87,000 | 888 | 0.05 | 0.05 | 0 | 0.00 | 03-31-2022 |
ACADIAN ASSET MANAGEMENT LLC | COM | 2452 | $76,000 | 878 | 0.00 | 0.05 | -117,586 | -99.26 | 03-31-2023 |
CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 2453 | $85,164 | 875 | 0.00 | 0.00 | -200 | -18.60 | 12-31-2023 |
COMPAGNIE LOMBARD ODIER SCMA | COM | 2454 | $98,675 | 870 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |