Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ST JOHNS INVESTMENT MANAGEMENT COMPANY LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JFS WEALTH ADVISORS LLC | COM | 1102 | $3,453 | 50 | 0.00 | 0.00 | -13 | -20.63 | 03-31-2024 |
EVERMAY WEALTH MANAGEMENT LLC | COM | 1103 | $4,695 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
CENTRAL TRUST CO | COM | 1104 | $3,453 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |