Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE CAPITAL GROUP LLC | Common Stock | 701 | $21,000 | 117 | 0.00 | 0.01 | 0 | 0.00 | 06-30-2021 |
HUNTINGTON NATIONAL BANK | COMMON STOCK | 702 | $16,951 | 117 | 0.00 | 0.00 | 23 | 24.47 | 03-31-2024 |
ALLWORTH FINANCIAL LP | COM NEW | 703 | $15,791 | 110 | 0.00 | 0.00 | -133 | -54.73 | 06-30-2023 |
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 704 | $14,923 | 103 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |