Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REGISTER FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ORION CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.02 | 0.01 | 0 | 0.00 | 03-31-2024 |
MILESTONE WEALTH LLC | COMMON STOCK | 603 | $22,000 | 986 | 0.02 | 986 | +Inf | 06-30-2022 | |
HUNTINGTON NATIONAL BANK | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 808 | 461.71 | 03-31-2024 |