Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PNC FINANCIAL SERVICES GROUP INC | Common Stock | 801 | $14,505 | 155 | 0.00 | 155 | +Inf | 06-30-2024 | |
LEE FINANCIAL CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FORTIS GROUP ADVISORS LLC | Common Stock | 803 | $14,590 | 152 | 0.00 | 0.00 | 76 | 100.00 | 12-31-2023 |
ACCENT CAPITAL MANAGEMENT LLC | COM | Liquidated | $14,027 | 150 | 0.00 | 0.00 | 150 | +Inf | 06-30-2024 |