Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE OCEAN LLC | COM | 1301 | $52,621 | 382 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 1302 | $49,866 | 362 | 0.00 | 362 | +Inf | 03-31-2024 | |
PNC FINANCIAL SERVICES GROUP INC | Common Stock | 1303 | $49,635 | 360 | 0.00 | 0.00 | -3 | -0.83 | 03-31-2024 |
CEDAR WEALTH MANAGEMENT LLC | COM NEW | 1304 | $49,039 | 356 | 0.00 | 356 | +Inf | 03-31-2024 |