Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DEUTSCHE BANK AG\ | SHS | 301 | $65,721 | 3,627 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PNC FINANCIAL SERVICES GROUP INC | SHS | 302 | $49,576 | 2,736 | 0.00 | 0.00 | 1,385 | 102.52 | 03-31-2024 |
SIGNATUREFD LLC | SHS | 303 | $48,000 | 2,649 | 0.00 | 0.00 | -318 | -10.72 | 03-31-2024 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -640 | -20.13 | 03-31-2024 |