Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VITALSTONE FINANCIAL LLC | Stock | 2201 | $2,573 | 10 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
HORIZON FINANCIAL SERVICES LLC | Stock | 2202 | $2,592 | 10 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
COLONIAL TRUST ADVISORS | Stock | 2203 | $2,573 | 10 | 0.00 | 0.00 | -24 | -70.59 | 06-30-2024 |
TIDEMARK LLC | Common Stock | 2204 | $2,573 | 10 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |