Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST CO / SC | Stock | 1851 | $71,296 | 1,985 | 0.00 | 0.00 | -82 | -3.97 | 12-31-2023 |
ESTABROOK CAPITAL MANAGEMENT | COMMON | 1852 | $81,902 | 1,806 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COMPASS WEALTH MANAGEMENT LLC | COM | 1853 | $81,630 | 1,800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
QUINTET PRIVATE BANK (EUROPE) SA | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |