Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONNECTUS WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 669 | 29.47 | 03-31-2024 |
MONETA GROUP INVESTMENT ADVISORS LLC | COM | 1402 | $1,174,825 | 2,938 | 0.00 | 0.00 | -91 | -3.00 | 12-31-2023 |
SOUTHEAST ASSET ADVISORS INC | COM | 1403 | $1,203,468 | 2,930 | 0.00 | 0.00 | 3 | 0.10 | 03-31-2024 |
COLONIAL TRUST CO / SC | Stock | 1404 | $1,165,974 | 2,916 | 0.00 | 0.00 | 32 | 1.11 | 12-31-2023 |