Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREATIVE FINANCIAL DESIGNS INC /ADV | REIT | 1551 | $82,835 | 1,531 | 0.00 | 0.00 | -286 | -15.74 | 03-31-2024 |
TSFG LLC | Common Stock | 1552 | $82,000 | 1,524 | 0.02 | 0.00 | 1,521 | 50700.00 | 03-31-2024 |
FUTURE FINANCIAL WEALTH MANAGMENT LLC | REIT | 1553 | $81,150 | 1,500 | 0.00 | 1,500 | +Inf | 03-31-2024 | |
GROVE BANK & TRUST | COM | 1554 | $79,365 | 1,467 | 0.00 | 0.00 | -5,452 | -78.80 | 03-31-2024 |