Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NBC SECURITIES INC | Stock | 601 | $2,000 | 102 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 602 | $2,021 | 102 | 0.00 | 102 | +Inf | 03-31-2024 | |
HUNTINGTON NATIONAL BANK | COMMON STOCK | 603 | $1,981 | 100 | 0.00 | 100 | +Inf | 03-31-2024 | |
NEWBRIDGE FINANCIAL SERVICES GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |