Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RITTER DANIHER FINANCIAL ADVISORY LLC / DE | COM | 851 | $62,399 | 476 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RITTER DANIHER FINANCIAL ADVISORY LLC | COM | 852 | $51,000 | 476 | 0.04 | 0.03 | 0 | 0.00 | 03-31-2022 |
ACTIVEST WEALTH MANAGEMENT | COM | 853 | $61,533 | 469 | 0.00 | 0.00 | 1 | 0.21 | 03-31-2024 |
COVESTOR LTD | COMMON | 854 | $60,000 | 459 | 0.04 | 0.10 | -985 | -68.21 | 03-31-2024 |