Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST CO / SC | Stock | 1451 | $31,567 | 332 | 0.00 | 0.00 | -36 | -9.78 | 12-31-2023 |
CLEAR STREET MARKETS LLC | SHS - A - | Liquidated | $0 | 0 | 0.00 | 0.00 | -32 | -9.64 | 03-31-2024 |
TCTC HOLDINGS LLC | SHS - A - | 1453 | $28,410 | 300 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
FIRST COMMAND ADVISORY SERVICES INC | SHS - A - | 1454 | $39,636 | 299 | 0.00 | 299 | +Inf | 03-31-2024 |