Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOOVER FINANCIAL ADVISORS INC | COM | 651 | $7,000 | 85 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 652 | $6,366 | 80 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PINERIDGE ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 63 | +Inf | 03-31-2024 | |
ANFIELD CAPITAL MANAGEMENT LLC | COM | 654 | $5,013 | 63 | 0.00 | 63 | +Inf | 03-31-2024 |