Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MORENO EVELYN V | Com | 2801 | $273,148 | 2,845 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LINEWEAVER WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -103 | -3.50 | 03-31-2024 |
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.03 | 0.03 | 309 | 12.22 | 03-31-2024 |
KINGS POINT CAPITAL MANAGEMENT | COM | 2804 | $332,000 | 2,837 | 0.03 | 0.03 | 186 | 7.02 | 12-31-2021 |