Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HC FINANCIAL ADVISORS INC | COM | 4451 | $178,000 | 2,158 | 0.11 | 0.07 | 0 | 0.00 | 03-31-2022 |
FIRST CITIZENS FINANCIAL CORP | Common Stock | 4452 | $215,657 | 2,157 | 0.00 | 0.00 | -329 | -13.23 | 12-31-2023 |
WALLER FINANCIAL PLANNING GROUP INC | COM | 4453 | $252,444 | 2,147 | 0.00 | 0.00 | 247 | 13.00 | 09-30-2023 |
KEYSTONE FINANCIAL SERVICES | COM | 4454 | $229,408 | 2,139 | 0.00 | 0.00 | -1 | -0.05 | 06-30-2023 |