Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STIFEL FINANCIAL CORP | COM | 451 | $845,201 | 39,868 | 0.00 | 0.00 | -2,398 | -5.67 | 06-30-2024 |
PNC FINANCIAL SERVICES GROUP INC | COM | 452 | $845,159 | 39,866 | 0.00 | 0.00 | -1,588 | -3.83 | 06-30-2024 |
LEO BROKERAGE LLC | COM | 453 | $815,130 | 39,685 | 0.00 | 0.00 | -24 | -0.06 | 06-30-2023 |
LEO WEALTH LLC | COM | 454 | $841,089 | 39,674 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |