Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SA MASON LLC | COM | 1451 | $60,922 | 3,873 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | COM | 1452 | $60,560 | 3,850 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COLONIAL TRUST ADVISORS | Stock | 1453 | $52,992 | 3,840 | 0.00 | 0.00 | -2,694 | -41.23 | 12-31-2023 |
ATTICUS WEALTH MANAGEMENT LLC | COM UT LTD PTN | 1454 | $59,152 | 3,760 | 0.00 | 0.00 | 57 | 1.54 | 03-31-2024 |