Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESBANCO BANK INC | COMMON STOCK | 451 | $528,051 | 5,647 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
AVANTAX ADVISORY SERVICES INC | COM | 452 | $527,359 | 5,640 | 0.00 | 0.00 | 1,667 | 41.96 | 06-30-2024 |
CIBC WORLD MARKETS CORP | COM | 453 | $526,461 | 5,630 | 0.00 | 0.00 | 1,377 | 32.38 | 06-30-2024 |
FORT LP | COM | Liquidated | $0 | 0 | 0.29 | 0.42 | -7,235 | -56.29 | 06-30-2024 |