Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERGANKDV WEALTH MANAGEMENT LLC | COM | 851 | $49,053 | 1,158 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
QUADRANT CAPITAL GROUP LLC | COM | 852 | $62,813 | 1,142 | 0.00 | 0.00 | -14 | -1.21 | 03-31-2024 |
AUTHENTIKOS WEALTH ADVISORY LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,122 | +Inf | 12-31-2023 | |
RITTER DANIHER FINANCIAL ADVISORY LLC / DE | COM | 854 | $61,149 | 1,112 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |