Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CEDAR MOUNTAIN ADVISORS LLC | COM | 5051 | $1,647,365 | 9,607 | 0.00 | 0.00 | -256 | -2.60 | 03-31-2024 |
HF ADVISORY GROUP LLC | COM | 5052 | $1,647,018 | 9,604 | 0.00 | 0.00 | 666 | 7.45 | 03-31-2024 |
SUSTAINABLE INSIGHT CAPITAL MANAGEMENT LLC | COM | 5053 | $1,862,306 | 9,601 | 0.00 | 0.00 | -8,600 | -47.25 | 06-30-2023 |
WISER WEALTH MANAGEMENT INC | COM | 5054 | $1,637,421 | 9,549 | 0.00 | 0.00 | 4,377 | 84.63 | 03-31-2024 |