Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST ADVISORS | Stock | 1151 | $4,655 | 27 | 0.00 | 0.00 | 15 | 125.00 | 12-31-2023 |
RETIREMENT GROUP LLC | COM | 1152 | $5,149 | 26 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ULLAND INVESTMENT ADVISORS LLC | Stock | 1153 | $5,000 | 25 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AVION WEALTH | COM | 1154 | $5,000 | 24 | 0.00 | 0.00 | 6 | 33.33 | 03-31-2024 |