Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 254 | +Inf | 03-31-2024 | |
JFS WEALTH ADVISORS LLC | COM | 802 | $15,256 | 237 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DISTILLATE CAPITAL PARTNERS LLC | COM | 803 | $14,055 | 230 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HUNTINGTON NATIONAL BANK | COMMON STOCK | 804 | $13,566 | 222 | 0.00 | 0.00 | -255 | -53.46 | 12-31-2023 |