Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOUTHSTATE CORP | Com | Liquidated | $1,734 | 5 | 0.00 | 0.00 | 5 | +Inf | 03-31-2024 |
DINUZZO PRIVATE WEALTH INC | COM | 1752 | $1,734 | 5 | 0.00 | 5 | +Inf | 03-31-2024 | |
DELOS WEALTH ADVISORS LLC | COM | 1753 | $1,734 | 5 | 0.00 | 0.00 | 4 | 400.00 | 03-31-2024 |
TFC FINANCIAL MANAGEMENT INC | COM | 1754 | $1,734 | 5 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |