Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHFRONT ADVISERS LLC | COM | 351 | $1,021,390 | 20,798 | 0.00 | 0.00 | -584 | -2.73 | 03-31-2024 |
IFRAH FINANCIAL SERVICES INC | COM | 352 | $1,011,397 | 20,595 | 0.00 | 0.00 | -508 | -2.41 | 03-31-2024 |
MAI CAPITAL MANAGEMENT | CS | 353 | $870,000 | 20,462 | 0.02 | 20,462 | +Inf | 09-30-2022 | |
PNC FINANCIAL SERVICES GROUP INC | COM | 354 | $990,695 | 20,173 | 0.00 | 0.00 | 106 | 0.53 | 03-31-2024 |