Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PATRON PARTNERS LLC | Stock | 1151 | $732,456 | 2,903 | 0.00 | 0.00 | 251 | 9.46 | 03-31-2024 |
BOSTON PRIVATE WEALTH LLC | COM | 1152 | $479,000 | 2,900 | 0.01 | 0.01 | -138 | -4.54 | 12-31-2021 |
TUCKER ASSET MANAGEMENT LLC | CL A | 1153 | $532,701 | 2,900 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
PNC FINANCIAL SERVICES GROUP INC | Common Stock | 1154 | $727,129 | 2,882 | 0.00 | 0.00 | -50 | -1.71 | 03-31-2024 |