Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAFEGUARD FINANCIAL LLC | Stock | Liquidated | $0 | 0 | 0.00 | 63 | +Inf | 12-31-2023 | |
COLONIAL TRUST ADVISORS | Stock | 1452 | $4,601 | 62 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VALUED WEALTH ADVISORS LLC | COM | 1453 | $4,866 | 62 | 0.00 | 62 | +Inf | 03-31-2024 | |
TFC FINANCIAL MANAGEMENT INC | COM | 1454 | $4,788 | 61 | 0.00 | 0.00 | 3 | 5.17 | 03-31-2024 |