Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAGE PRIVATE WEALTH GROUP LLC | COM | 3851 | $83,000 | 3,229 | 0.11 | 0.17 | 5 | 0.16 | 09-30-2022 |
CRANBROOK WEALTH MANAGEMENT LLC | COM | 3852 | $142,316 | 3,222 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RITTER DANIHER FINANCIAL ADVISORY LLC / DE | COM | 3853 | $161,604 | 3,216 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BELL INVESTMENT ADVISORS INC | COM | 3854 | $160,800 | 3,200 | 0.00 | 0.00 | -1,645 | -33.95 | 12-31-2023 |