Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PNC MANAGED ACCOUNT SOLUTIONS INC | COM | 5751 | $1,197,000 | 348 | 0.24 | 348 | +Inf | 06-30-2021 | |
NEWSQUARE CAPITAL LLC | Stock | 5752 | $51,660 | 340 | 0.00 | 0.00 | -3,281 | -90.61 | 12-31-2023 |
MORTON BROWN FAMILY WEALTH LLC | Stock | 5753 | $60,247 | 334 | 0.00 | 0.00 | 100 | 42.74 | 03-31-2024 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 5754 | $1,068,000 | 328 | 0.31 | 0.22 | 124 | 60.78 | 03-31-2022 |