Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARKSIDE FINANCIAL BANK & TRUST | COM | 651 | $52,334 | 446 | 0.00 | 0.00 | 122 | 37.65 | 03-31-2024 |
PNC FINANCIAL SERVICES GROUP INC | Common Stock | 652 | $51,499 | 439 | 0.00 | 0.00 | -47 | -9.67 | 03-31-2024 |
NEWEDGE ADVISORS LLC | Common Stock | 653 | $47,308 | 403 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LAKE POINT WEALTH MANAGEMENT | COM | 654 | $30,000 | 400 | 0.02 | 0.01 | 0 | 0.00 | 06-30-2022 |