Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUNTINGTON NATIONAL BANK | COMMON STOCK | 701 | $45,045 | 194 | 0.00 | 0.00 | 28 | 16.87 | 03-31-2024 |
CONCORD WEALTH PARTNERS | COM | 702 | $43,652 | 188 | 0.00 | 0.00 | -8 | -4.08 | 03-31-2024 |
LINDBROOK CAPITAL LLC | Stock | 703 | $42,259 | 182 | 0.00 | 0.00 | 100 | 121.95 | 03-31-2024 |
PRINCIPAL SECURITIES INC | COM | 704 | $38,544 | 166 | 0.00 | 0.00 | 44 | 36.07 | 03-31-2024 |