Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST CO / SC | Stock | 1351 | $7,472,187 | 47,672 | 0.00 | 0.00 | 4,047 | 9.28 | 12-31-2023 |
GFS ADVISORS LLC | COM | 1352 | $7,522,000 | 47,553 | 0.00 | 0.00 | 223 | 0.47 | 03-31-2024 |
VAN STRUM & TOWNE INC | COM | 1353 | $7,377,411 | 47,367 | 0.00 | 0.00 | -115 | -0.24 | 09-30-2023 |
RED DOOR WEALTH MANAGEMENT LLC | COM | 1354 | $7,485,856 | 47,322 | 0.00 | 0.00 | 921 | 1.98 | 03-31-2024 |