Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOLISTIC FINANCIAL PARTNERS | COM | 2651 | $467,471 | 2,448 | 0.00 | 0.00 | 38 | 1.58 | 03-31-2024 |
SINECERA CAPITAL LLC | COM | 2652 | $466,706 | 2,444 | 0.00 | 0.00 | 3 | 0.12 | 03-31-2024 |
ARMBRUSTER CAPITAL MANAGEMENT INC | COM | 2653 | $320,384 | 2,444 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
HOOVER FINANCIAL ADVISORS INC | COM | 2654 | $358,000 | 2,441 | 0.06 | 0.07 | 0 | 0.00 | 06-30-2021 |