Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 122 | 187.69 | 12-31-2023 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 183 | +Inf | 03-31-2024 | |
PNC FINANCIAL SERVICES GROUP INC | COM | 403 | $736 | 170 | 0.00 | 0.00 | -1,219 | -87.76 | 03-31-2024 |
VISIONPOINT ADVISORY GROUP LLC | COM | 404 | $732 | 169 | 0.00 | 169 | +Inf | 03-31-2024 |