Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VOYA FINANCIAL ADVISORS INC | COM | 2451 | $1,119,879 | 1,928 | 0.00 | 0.00 | 133 | 7.41 | 12-31-2023 |
UNIFIED TRUST COMPANY NA | Equities | 2452 | $445,000 | 1,926 | 0.13 | 0.13 | -28 | -1.43 | 09-30-2021 |
AVISO WEALTH MANAGEMENT | COM | 2453 | $1,120,025 | 1,921 | 0.00 | 1,921 | +Inf | 12-31-2023 | |
NIKULSKI FINANCIAL INC | COM | 2454 | $1,492,127 | 1,918 | 0.00 | 0.00 | 1,062 | 124.07 | 03-31-2024 |