Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUNTINGTON NATIONAL BANK | COMMON STOCK | 451 | $8,160 | 1,265 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COVESTOR LTD | REIT | 452 | $7,000 | 1,102 | 0.00 | 0.00 | 226 | 25.80 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 1,087 | +Inf | 03-31-2024 | |
PRIVATE CAPITAL GROUP LLC | Common Stock | 454 | $25,000 | 906 | 0.01 | 0.01 | 127 | 16.30 | 06-30-2021 |