Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST CO / SC | Stock | 1101 | $222,630 | 3,000 | 0.00 | 0.00 | -109 | -3.51 | 12-31-2023 |
OPTIMUM INVESTMENT ADVISORS | COM | 1102 | $235,440 | 3,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AVANTAX ADVISORY SERVICES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 253 | 9.27 | 03-31-2024 |
L ROY PAPP & ASSOCIATES LLP | COM | 1104 | $233,714 | 2,978 | 0.00 | 0.00 | 250 | 9.16 | 03-31-2024 |