Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PNC FINANCIAL SERVICES GROUP INC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -576 | -85.97 | 12-31-2023 |
LENOX WEALTH ADVISORS LLC | COM | 702 | $1,000 | 91 | 0.00 | 91 | +Inf | 03-31-2022 | |
BURLESON & COMPANY LLC | COM | 703 | $0 | 90 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
MCF ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |