Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOUTHSTATE CORP | Com | Liquidated | $0 | 0 | 0.00 | 80 | +Inf | 12-31-2023 | |
DT INVESTMENT PARTNERS LLC | COM | 1102 | $13,749 | 80 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARRETT & COMPANY INC | COM | 1103 | $12,430 | 80 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 1104 | $12,119 | 78 | 0.00 | 78 | +Inf | 12-31-2023 |