Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PIN OAK INVESTMENT ADVISORS INC | COM | 801 | $2,000 | 58 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PNC FINANCIAL SERVICES GROUP INC | Common Stock | 802 | $1,372 | 52 | 0.00 | 0.00 | 1 | 1.96 | 12-31-2023 |
SPIRE WEALTH MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 48 | +Inf | 03-31-2024 | |
HM PAYSON & CO | COM | 804 | $1,220 | 48 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |