Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IFP ADVISORS INC | cs | 551 | $40,204 | 310 | 0.00 | 0.00 | 10 | 3.33 | 12-31-2023 |
PNC FINANCIAL SERVICES GROUP INC | Common Stock | 552 | $34,460 | 309 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BESSEMER GROUP INC | SC | 553 | $41,000 | 305 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
PARKSIDE FINANCIAL BANK & TRUST | COM NEW | 554 | $33,345 | 299 | 0.00 | 0.00 | 291 | 3637.50 | 03-31-2024 |