Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEE FINANCIAL CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CLEAN YIELD GROUP | Stock | 1102 | $355 | 5 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,321 | -99.88 | 03-31-2024 |
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | COM | 1104 | $468 | 5 | 0.00 | 5 | +Inf | 12-31-2023 |