Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUST CO OF THE SOUTH | Equities | 1151 | $565,003 | 4,601 | 0.00 | 0.00 | -1,411 | -23.47 | 03-31-2024 |
KRS CAPITAL MANAGEMENT LLC | COM | 1152 | $564,134 | 4,594 | 0.00 | 0.00 | -978 | -17.55 | 03-31-2024 |
HARBOUR TRUST & INVESTMENT MANAGEMENT CO | Com | 1153 | $544,571 | 4,572 | 0.00 | 4,572 | +Inf | 12-31-2023 | |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | COM | 1154 | $559,968 | 4,560 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |