Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUCKINGHAM STRATEGIC WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
REDPOINT INVESTMENT MANAGEMENT PTY LTD | COM | 502 | $272,000 | 4,198 | 0.04 | 0.03 | 0 | 0.00 | 09-30-2022 |
SRS CAPITAL ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.04 | 120 | 2.94 | 12-31-2023 |
FINANCIAL CONSULATE INC | COM | 504 | $307,000 | 3,934 | 0.11 | 3,934 | +Inf | 06-30-2021 |