Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONNECTICUT WEALTH MANAGEMENT LLC | COM | 1351 | $6,067,453 | 12,265 | 0.00 | 0.00 | -44 | -0.36 | 03-31-2024 |
BUCK WEALTH STRATEGIES LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,527 | 14.24 | 03-31-2024 |
PNC FINANCIAL SERVICES GROUP INC | Common Stock | 1353 | $6,442,422 | 12,237 | 0.00 | 0.00 | -614 | -4.78 | 12-31-2023 |
GRATUS CAPITAL LLC | COM | 1354 | $6,440,983 | 12,234 | 0.00 | 0.00 | 4,474 | 57.65 | 12-31-2023 |