Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VIGILANT CAPITAL MANAGEMENT LLC | COMMON STOCK | 601 | $28,000 | 577 | 0.00 | 0.02 | -2,979 | -83.77 | 06-30-2023 |
KINGS POINT CAPITAL MANAGEMENT | COM | 602 | $39,000 | 571 | 0.00 | 0.00 | 27 | 4.96 | 12-31-2021 |
SRS CAPITAL ADVISORS INC | COM | 603 | $30,791 | 552 | 0.00 | 552 | +Inf | 06-30-2024 | |
ASSET DEDICATION LLC | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |