Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCIPAL SECURITIES INC | COM | 751 | $61,544 | 2,225 | 0.00 | 0.00 | 355 | 18.98 | 03-31-2024 |
TRUST CO | COM | Liquidated | $0 | 0 | 0.00 | 2,141 | +Inf | 12-31-2023 | |
PNC MANAGED ACCOUNT SOLUTIONS INC | COM | 753 | $52,000 | 2,117 | 0.01 | 2,117 | +Inf | 06-30-2021 | |
AMERICAN PORTFOLIOS ADVISORS | COM | 754 | $51,917 | 2,061 | 0.00 | 2,061 | +Inf | 09-30-2022 |