Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HEXAGON CAPITAL PARTNERS LLC | Stock | 1301 | $250,889 | 439 | 0.00 | 0.00 | 10 | 2.33 | 03-31-2024 |
PRIVATE ADVISORY GROUP LLC | COM | 1302 | $250,317 | 438 | 0.00 | 0.00 | -2,388 | -84.50 | 03-31-2024 |
NORTHWEST BANCSHARES INC | COM | 1303 | $250,317 | 438 | 0.00 | 438 | +Inf | 03-31-2024 | |
CATALYST FINANCIAL PARTNERS LLC | COM | 1304 | $225,016 | 437 | 0.00 | 437 | +Inf | 12-31-2023 |