Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOUTHSTATE CORP | Com | Liquidated | $81,972 | 591 | 0.00 | 0.00 | 591 | +Inf | 03-31-2024 |
ASHTON THOMAS PRIVATE WEALTH LLC | Stock | 1252 | $299,286 | 585 | 0.00 | 585 | +Inf | 03-31-2022 | |
CNB BANK | COM | 1253 | $81,001 | 584 | 0.00 | 0.00 | -24 | -3.95 | 03-31-2024 |
PEOPLE'S UNITED FINANCIAL INC | COM | 1254 | $289,000 | 564 | 0.01 | 0.01 | -603 | -51.67 | 03-31-2022 |