Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL ADVISORS LTD LLC | COM | 701 | $27,000 | 106 | 0.00 | 0.00 | 70 | 194.44 | 03-31-2024 |
LEE FINANCIAL CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RIVERVIEW TRUST CO | Com | Liquidated | $26,310 | 103 | 0.00 | 0.00 | 103 | +Inf | 03-31-2024 |
TYLER-STONE WEALTH MANAGEMENT | COM | 704 | $25,544 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |