Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HC FINANCIAL ADVISORS INC | CAP STK CL C | 4601 | $3,469,000 | 1,242 | 2.06 | 2.05 | -34 | -2.66 | 03-31-2022 |
BKM WEALTH MANAGEMENT LLC | CAP STK CL C | 4602 | $188,802 | 1,240 | 0.00 | 0.00 | -300 | -19.48 | 03-31-2024 |
HIGHMARK WEALTH MANAGEMENT LLC | CAP STK CL C | 4603 | $162,835 | 1,235 | 0.00 | 0.00 | 20 | 1.65 | 09-30-2023 |
PITTENGER & ANDERSON INC | CAP STK CL C | 4604 | $173,344 | 1,230 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |