Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS LP | COM | 4051 | $212,979 | 1,254 | 0.00 | 0.00 | -241 | -16.12 | 12-31-2023 |
STRATEGIC FAMILY WEALTH COUNSELORS LLC | COM | 4052 | $212,859 | 1,253 | 0.00 | 0.00 | 3 | 0.24 | 12-31-2023 |
DIVERSIFIED PORTFOLIOS INC | ETF | 4053 | $212,300 | 1,250 | 0.00 | 0.00 | -3 | -0.24 | 12-31-2023 |
SELDON CAPITAL LP | COM | 4054 | $231,340 | 1,249 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |