Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE CAPITAL GROUP LLC | Common Stock | 301 | $19,000 | 372 | 0.00 | 0.00 | -10 | -2.62 | 06-30-2021 |
PNC FINANCIAL SERVICES GROUP INC | Common Stock | 302 | $10,832 | 332 | 0.00 | 0.00 | -5 | -1.48 | 12-31-2023 |
FIFTH THIRD BANCORP | COM | 303 | $12,260 | 330 | 0.00 | 0.00 | 4 | 1.23 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 304 | $9,000 | 327 | 0.00 | 327 | +Inf | 09-30-2022 |