Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
J W COONS ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,805 | +Inf | 03-31-2024 | |
HBK SORCE ADVISORY LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,588 | -46.84 | 03-31-2024 |
COLONIAL TRUST CO / SC | REIT | 1603 | $207,342 | 1,800 | 0.00 | 0.00 | 773 | 75.27 | 12-31-2023 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 1604 | $188,554 | 1,782 | 0.00 | 0.00 | -285 | -13.79 | 03-31-2024 |