Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLUMN CAPITAL ADVISORS LLC | Stock | 1051 | $6,822 | 100 | 0.00 | 0.00 | -100 | -50.00 | 09-30-2023 |
PROVENCE WEALTH MANAGEMENT GROUP | Common Stock | Liquidated | $0 | 0 | 0.00 | 100 | +Inf | 12-31-2023 | |
UNITED COMMUNITY BANK | COMMON STOCK | 1053 | $6,906 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST NATIONAL BANK OF SOUTH MIAMI | COMMON STOCK | 1054 | $9,390 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |