Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BYRNE ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.01 | 0.01 | 3,400 | 34.00 | 03-31-2024 |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 352 | $8,818 | 13,333 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PNC FINANCIAL SERVICES GROUP INC | COM | 353 | $8,789 | 13,296 | 0.00 | 0.00 | 2,843 | 27.20 | 03-31-2024 |
OPPENHEIMER & CO INC | COM | 354 | $9,823 | 13,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |