Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CATALYTIC WEALTH RIA LLC | COM | 1151 | $291,444 | 1,296 | 0.00 | 1,296 | +Inf | 12-31-2023 | |
HUNTINGTON NATIONAL BANK | COMMON STOCK | 1152 | $323,552 | 1,294 | 0.00 | 0.00 | -82 | -5.96 | 03-31-2024 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 1153 | $320,301 | 1,281 | 0.00 | 0.00 | 1,162 | 976.47 | 03-31-2024 |
BENCHMARK INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,281 | +Inf | 03-31-2024 |