Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 751 | $13,000 | 173 | 0.00 | 0.00 | 29 | 20.14 | 09-30-2021 |
SYSTM WEALTH SOLUTIONS LLC | SHS | 752 | $15,513 | 171 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PNC FINANCIAL SERVICES GROUP INC | Common Stock | 753 | $15,180 | 168 | 0.00 | 0.00 | 1 | 0.60 | 03-31-2024 |
EARNEST PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |