Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVESTOR LTD | COMMON | 501 | $87,000 | 5,421 | 0.06 | 0.18 | -12,256 | -69.33 | 03-31-2024 |
ATWOOD & PALMER INC | COM | 502 | $80,850 | 5,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PNC FINANCIAL SERVICES GROUP INC | COM | 503 | $79,654 | 4,926 | 0.00 | 0.00 | -1,617 | -24.71 | 03-31-2024 |
JFS WEALTH ADVISORS LLC | COM | 504 | $73,752 | 4,561 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |