Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOA WEALTH ADVISORS LLC | Stock | 1701 | $3,959 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SOUTHSTATE CORP | Com | Liquidated | $3,959 | 30 | 0.00 | 0.00 | 30 | +Inf | 03-31-2024 |
CRIBSTONE CAPITAL MANAGEMENT LLC | CS | 1703 | $3,000 | 30 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
HOESE & CO LLP | COMMON STOCK | 1704 | $3,730 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |