Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PNC FINANCIAL SERVICES GROUP INC | COM | 401 | $19,506 | 623 | 0.00 | 0.00 | -38 | -5.75 | 12-31-2023 |
PSI ADVISORS LLC | Common Stock | 402 | $11,094 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RETIREMENT GROUP LLC | COM | 403 | $1,548 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COVESTOR LTD | COMMON | 404 | $12,000 | 584 | 0.01 | 0.00 | 572 | 4766.67 | 09-30-2023 |