Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST CO / SC | Stock | 1451 | $1,957 | 25 | 0.00 | 25 | +Inf | 12-31-2023 | |
EAGLE BAY ADVISORS LLC | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KB FINANCIAL PARTNERS LLC | COM | 1453 | $2,000 | 24 | 0.00 | 0.00 | -5 | -17.24 | 09-30-2023 |
PARK PLACE CAPITAL CORP | Stock | Liquidated | $1,887 | 23 | 0.00 | 0.00 | 23 | +Inf | 03-31-2024 |