Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JANICZEK WEALTH MANAGEMENT LLC | COM | 3351 | $124,784 | 2,301 | 0.00 | 0.00 | -601 | -20.71 | 03-31-2024 |
HOOVER FINANCIAL ADVISORS INC | COM | 3352 | $152,000 | 2,280 | 0.03 | 0.03 | 50 | 2.24 | 06-30-2021 |
BERGANKDV WEALTH MANAGEMENT LLC | COM | 3353 | $142,515 | 2,229 | 0.00 | 0.00 | -151 | -6.34 | 06-30-2023 |
HILLSDALE INVESTMENT MANAGEMENT INC | COM | 3354 | $114,113 | 2,224 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |