Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TANDEM WEALTH ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 1502 | $27,000 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
UNITED COMMUNITY BANK | COMMON STOCK | 1503 | $27,275 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRUSTCORE FINANCIAL SERVICES LLC | CL A | 1504 | $15,000 | 100 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |