Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 701 | $17,000 | 322 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
PNC FINANCIAL SERVICES GROUP INC | Common Stock | 702 | $13,355 | 306 | 0.00 | 0.00 | 31 | 11.27 | 06-30-2024 |
CENTRAL TRUST CO | COM | 703 | $12,773 | 293 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
SILICON VALLEY CAPITAL PARTNERS | Stock | 704 | $10,244 | 271 | 0.00 | 271 | +Inf | 06-30-2023 |