Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 1301 | $160,000 | 1,022 | 0.03 | 0.02 | 136 | 15.35 | 09-30-2021 |
FORTIS ADVISORS LLC | Stock | 1302 | $145,510 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PITTENGER & ANDERSON INC | COM | 1303 | $145,510 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COLONIAL TRUST CO / SC | Stock | 1304 | $138,335 | 995 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |