Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEARSTEAD ADVISORS LLC | COM | 751 | $9,616 | 35 | 0.00 | 0.00 | 15 | 75.00 | 12-31-2023 |
GOALVEST ADVISORY LLC | Stock | 752 | $10,827 | 34 | 0.00 | 34 | +Inf | 03-31-2024 | |
PNC FINANCIAL SERVICES GROUP INC | Common Stock | 753 | $7,705 | 28 | 0.00 | 0.00 | -10 | -26.32 | 12-31-2023 |
BBVA USA | COM | 754 | $5,000 | 28 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |