Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OLD SECOND NATIONAL BANK OF AURORA | Com | 2151 | $61,915 | 1,129 | 0.00 | 0.00 | 150 | 15.32 | 12-31-2023 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 64 | 6.03 | 03-31-2024 |
EAGLE BAY ADVISORS LLC | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | -227 | -16.79 | 03-31-2024 |
SALOMON & LUDWIN LLC | COM | 2154 | $64,824 | 1,119 | 0.00 | 1,119 | +Inf | 03-31-2024 |