Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COMMONWEALTH EQUITY SERVICES LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 387 | 17.22 | 03-31-2024 |
STATE OF WYOMING | COM | 352 | $177,933 | 2,624 | 0.00 | 0.14 | -1,806 | -40.77 | 06-30-2023 |
PNC FINANCIAL SERVICES GROUP INC | COM | 353 | $217,106 | 2,592 | 0.00 | 0.00 | -337 | -11.51 | 03-31-2024 |
CLARUS WEALTH ADVISORS | COM | 354 | $214,159 | 2,548 | 0.00 | 0.00 | 352 | 16.03 | 03-31-2024 |