Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
9258 WEALTH MANAGEMENT LLC | Stock | 901 | $340,317 | 2,036 | 0.00 | 0.00 | -3 | -0.15 | 03-31-2024 |
LANDSCAPE CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 483 | 31.73 | 12-31-2023 |
RWA WEALTH PARTNERS LLC | COM | 903 | $332,963 | 1,992 | 0.00 | 0.00 | -3 | -0.15 | 03-31-2024 |
WESBANCO BANK INC | COMMON STOCK | 904 | $331,796 | 1,985 | 0.00 | 0.01 | -130 | -6.15 | 03-31-2024 |