Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST CO / SC | Stock | 1551 | $227,743 | 1,202 | 0.00 | 0.00 | -347 | -22.40 | 12-31-2023 |
PATHWAY FINANCIAL ADVISORS LLC | COM | 1552 | $247,176 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PERPETUAL LTD | COM | 1553 | $227,364 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
COURT PLACE ADVISORS LLC | COM | 1554 | $247,176 | 1,200 | 0.00 | 0.00 | -150 | -11.11 | 03-31-2024 |