Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOOVER FINANCIAL ADVISORS INC | COM | 851 | $71,000 | 888 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2021 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PITTENGER & ANDERSON INC | COM | 853 | $64,198 | 868 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CI INVESTMENTS INC | COM | 854 | $63,000 | 858 | 0.00 | 0.00 | 128 | 17.53 | 03-31-2024 |