Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWEST BANCSHARES INC | COM | 1151 | $419,910 | 4,877 | 0.00 | 0.00 | 1,168 | 31.49 | 03-31-2024 |
SMITH CHAS P & ASSOCIATES PA CPAS | COM | 1152 | $396,000 | 4,877 | 0.03 | 0.03 | 83 | 1.73 | 12-31-2023 |
PFG ADVISORS | COM | 1153 | $395,948 | 4,875 | 0.00 | 0.00 | 1,150 | 30.87 | 12-31-2023 |
LEO WEALTH LLC | COM | 1154 | $400,960 | 4,843 | 0.00 | 4,843 | +Inf | 12-31-2023 |