Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOUTHSTATE CORP | Com | 1151 | $73,667 | 570 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EAGLE BAY ADVISORS LLC | equities | Liquidated | $0 | 0 | 0.00 | 562 | +Inf | 12-31-2023 | |
KISTLER-TIFFANY COMPANIES LLC | COM | 1153 | $57,795 | 552 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2023 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 3 | 0.55 | 03-31-2024 |