Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PNC FINANCIAL SERVICES GROUP INC | Common Stock | 1201 | $192,336 | 1,320 | 0.00 | 0.00 | -77 | -5.51 | 12-31-2023 |
IFP ADVISORS INC | cs | 1202 | $191,529 | 1,315 | 0.00 | 0.00 | -132 | -9.12 | 12-31-2023 |
BLUE BARN WEALTH LLC | SPON ADR NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -29 | -2.17 | 12-31-2023 |
BBVA USA | SPON ADR NEW | 1204 | $252,000 | 1,304 | 0.01 | 0.02 | -812 | -38.37 | 09-30-2021 |