Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | SHS | 1051 | $6,050 | 22 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COLONIAL TRUST CO / SC | Stock | 1052 | $5,026 | 21 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MOISAND FITZGERALD TAMAYO LLC | SHS | 1053 | $5,775 | 21 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SMARTLEAF ASSET MANAGEMENT LLC | SHS | 1054 | $4,545 | 19 | 0.00 | 19 | +Inf | 12-31-2023 |