Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUNTINGTON NATIONAL BANK | COMMON STOCK | 301 | $18,317 | 1,338 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SIGNATUREFD LLC | COM | 302 | $15,538 | 1,135 | 0.00 | 0.00 | 135 | 13.50 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 303 | $15,320 | 1,050 | 0.00 | 1,050 | +Inf | 06-30-2023 | |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 304 | $13,690 | 1,000 | 0.00 | 1,000 | +Inf | 03-31-2024 |