Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PNC FINANCIAL SERVICES GROUP INC | COM NEW | 451 | $11,710 | 1,507 | 0.00 | 0.00 | -5,271 | -77.77 | 03-31-2024 |
GLOBAL FINANCIAL PRIVATE CLIENT LLC | REIT | 452 | $16,635 | 1,423 | 0.00 | 1,423 | +Inf | 03-31-2020 | |
JOHNSON MIDWEST FINANCIAL LLC | COM NEW | 453 | $13,214 | 1,375 | 0.00 | 1,375 | +Inf | 09-30-2023 | |
TORONTO DOMINION BANK | COM | Liquidated | $0 | 0 | 0.00 | 1,340 | +Inf | 12-31-2023 |