Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DRIVE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 477 | +Inf | 03-31-2024 | |
ONEASCENT FINANCIAL SERVICES LLC | COM | Liquidated | $0 | 0 | 0.03 | 0.06 | 34 | 7.67 | 03-31-2024 |
HBW ADVISORY SERVICES LLC | COM | Liquidated | $0 | 0 | 0.06 | 476 | +Inf | 03-31-2024 | |
SABAL TRUST CO | COM | 1354 | $212,387 | 475 | 0.00 | 0.02 | -185 | -28.03 | 06-30-2023 |