Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESBANCO BANK INC | COMMON STOCK | 1951 | $303,131 | 312 | 0.00 | 0.01 | -41 | -11.61 | 03-31-2024 |
TRAYNOR CAPITAL MANAGEMENT INC | COM | 1952 | $303,272 | 312 | 0.00 | 0.00 | -2 | -0.64 | 03-31-2024 |
PORTFOLIO DESIGN LABS LLC | COM | 1953 | $241,244 | 308 | 0.00 | 308 | +Inf | 12-31-2023 | |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 1954 | $240,503 | 307 | 0.00 | 0.00 | -24 | -7.25 | 12-31-2023 |