Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCCLARREN FINANCIAL ADVISORS INC | COM | 4201 | $40,000 | 1,061 | 0.04 | 0.12 | -2,069 | -66.10 | 03-31-2023 |
CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 4202 | $37,889 | 1,005 | 0.00 | 0.00 | -116 | -10.35 | 12-31-2023 |
TANGLEWOOD LEGACY ADVISORS LLC | Common Stock | 4203 | $41,960 | 1,000 | 0.00 | 0.00 | -669 | -40.08 | 03-31-2024 |
HALL LAURIE J TRUSTEE | COM | 4204 | $42,000 | 1,000 | 0.01 | 0.02 | -290 | -22.48 | 03-31-2024 |