Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 551 | $21,099 | 780 | 0.00 | 0.00 | 50 | 6.85 | 12-31-2023 |
PNC FINANCIAL SERVICES GROUP INC | COM | 552 | $20,829 | 770 | 0.00 | 0.00 | -2,124 | -73.39 | 12-31-2023 |
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD | COM | 553 | $16,000 | 754 | 0.00 | 0.00 | 55 | 7.87 | 03-31-2024 |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 554 | $27,000 | 669 | 0.01 | 0.01 | -1 | -0.15 | 06-30-2022 |