Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 951 | $2,000 | 14 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 952 | $1,000 | 10 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
SIENA CAPITAL LLC | Stock | 953 | $0 | 2 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
HUNTINGTON NATIONAL BANK | COMMON STOCK | 954 | $104 | 1 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |