Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL ANALYSTS LLC | COM | 351 | $25,000 | 640 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ANTONETTI CAPITAL MANAGEMENT LLC | COM | 352 | $13,834 | 524 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
FIFTH THIRD BANCORP | COM | 353 | $16,660 | 466 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CARSONALLARIA WEALTH MANAGEMENT LTD | COM | 354 | $12,584 | 352 | 0.00 | 0.00 | -88 | -20.00 | 03-31-2024 |