Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LESTER MURRAY ANTMAN DBA SIMPLYRICH | COM | 901 | $1,190,000 | 5,774 | 0.38 | 0.37 | 58 | 1.01 | 03-31-2024 |
HIGHVIEW CAPITAL MANAGEMENT LLC/DE/ | COM | 902 | $1,212,694 | 5,755 | 0.00 | 0.00 | 503 | 9.58 | 06-30-2024 |
KCS WEALTH ADVISORY | COM | 903 | $1,079,391 | 5,739 | 0.00 | 0.00 | -133 | -2.26 | 06-30-2023 |
PNC FINANCIAL SERVICES GROUP INC | Common Stock | 904 | $1,206,429 | 5,725 | 0.00 | 0.00 | -183 | -3.10 | 06-30-2024 |