Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALPHA FINANCIAL PARTNERS LLC | COM | 5151 | $362,985 | 2,389 | 0.00 | 0.00 | 5 | 0.21 | 12-31-2023 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | COM | 5152 | $362,833 | 2,388 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FINANCIAL SYMMETRY INC | COM | 5153 | $362,225 | 2,384 | 0.00 | 2,384 | +Inf | 12-31-2023 | |
BROOKLYN FI LLC | COM | 5154 | $429,846 | 2,383 | 0.00 | 0.00 | 444 | 22.90 | 03-31-2024 |