Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST CO / SC | Stock | 1001 | $85,332 | 871 | 0.00 | 0.00 | -40 | -4.39 | 06-30-2024 |
REILLY FINANCIAL ADVISORS LLC | COM | 1002 | $105,000 | 865 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2021 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 1003 | $79,407 | 810 | 0.00 | 0.00 | 209 | 34.78 | 06-30-2024 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | COM | 1004 | $72,000 | 800 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |