Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST CO / SC | Stock | 1401 | $1,165,974 | 2,916 | 0.00 | 0.00 | 32 | 1.11 | 12-31-2023 |
VCI WEALTH MANAGEMENT LLC | COM | 1402 | $1,165,711 | 2,915 | 0.00 | 2,915 | +Inf | 12-31-2023 | |
GRAND CENTRAL INVESTMENT GROUP | COM | 1403 | $971,000 | 2,909 | 1.35 | 1.28 | -58 | -1.95 | 09-30-2022 |
BUCKINGHAM STRATEGIC PARTNERS LLC | COM | 1404 | $1,156,638 | 2,892 | 0.00 | 0.00 | 531 | 22.49 | 12-31-2023 |