Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RICHARDSON FINANCIAL SERVICES INC | COMMON STOCKS | 451 | $13,096 | 168 | 0.00 | 0.00 | 54 | 47.37 | 03-31-2024 |
KEY FINANCIAL INC | COM | 452 | $9,898 | 152 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PARALLEL ADVISORS LLC | Stock | 453 | $7,016 | 90 | 0.00 | 0.00 | 5 | 5.88 | 03-31-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 454 | $6,782 | 87 | 0.00 | 87 | +Inf | 03-31-2024 |