Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PNC FINANCIAL SERVICES GROUP INC | COM | 401 | $19,921 | 2,406 | 0.00 | 0.00 | 622 | 34.87 | 03-31-2024 |
AMERICAN PORTFOLIOS ADVISORS | COM | 402 | $32,308 | 2,280 | 0.00 | 2,280 | +Inf | 09-30-2022 | |
NEXT FINANCIAL GROUP INC | COM | 403 | $349,000 | 2,214 | 0.03 | 0.03 | -56 | -2.47 | 06-30-2021 |
AMALGAMATED BANK | COM | 404 | $18,000 | 2,150 | 0.00 | 0.00 | -6,395 | -74.84 | 03-31-2024 |