Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SABER CAPITAL MANAGMENT LLC | CAP STK CL C | 3601 | $519,566 | 4,295 | 0.00 | 0.00 | -45 | -1.04 | 06-30-2023 |
SPRENG CAPITAL MANAGEMENT INC | CAP STK CL C | 3602 | $566,296 | 4,295 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
NORTHWEST WEALTH MANAGEMENT LLC | CAP STK CL C | 3603 | $603,321 | 4,281 | 0.00 | 0.00 | 41 | 0.97 | 12-31-2023 |
PLANNED SOLUTIONS INC | Stock | 3604 | $650,607 | 4,273 | 0.00 | 0.00 | -35 | -0.81 | 03-31-2024 |