Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JFS WEALTH ADVISORS LLC | SPONSORED ADR | 551 | $10,902 | 4,209 | 0.00 | 0.00 | 1,202 | 39.97 | 03-31-2024 |
HUNTINGTON NATIONAL BANK | COMMON STOCK-FO | 552 | $10,235 | 3,952 | 0.00 | 0.00 | 3,951 | 395100.00 | 03-31-2024 |
PARKSIDE FINANCIAL BANK & TRUST | SPONSORED ADR | 553 | $9,216 | 3,558 | 0.00 | 0.00 | 189 | 5.61 | 03-31-2024 |
NBC SECURITIES INC | ADR | 554 | $9,000 | 3,538 | 0.00 | 0.00 | 1,000 | 39.40 | 03-31-2024 |