Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CITY STATE BANK | COM | 751 | $10,000 | 188 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
LIVELSBERGER FINANCIAL ADVISORY | FGC | 752 | $10,851 | 184 | 0.00 | 184 | +Inf | 12-31-2023 | |
PNC FINANCIAL SERVICES GROUP INC | Common Stock | 753 | $9,791 | 180 | 0.00 | 0.00 | 2 | 1.12 | 03-31-2024 |
PRIVATE TRUST CO NA | Com | 754 | $9,588 | 176 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |