Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOUTHSTATE CORP | Com | 1151 | $104,283 | 678 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CLEAN YIELD GROUP | Stock | 1152 | $97,362 | 633 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
OPTIMUM INVESTMENT ADVISORS | COM | 1153 | $110,744 | 625 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PNC MANAGED ACCOUNT SOLUTIONS INC | COM | 1154 | $93,000 | 620 | 0.02 | 620 | +Inf | 06-30-2021 |