Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | REIT | 851 | $53,000 | 7,512 | 0.02 | 0.00 | 7,312 | 3656.00 | 03-31-2022 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 852 | $56,000 | 6,114 | 0.01 | 0.01 | -64 | -1.04 | 06-30-2021 |
PNC MANAGED ACCOUNT SOLUTIONS INC | COM | 853 | $40,000 | 4,456 | 0.01 | 4,456 | +Inf | 06-30-2021 |