Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TSFG LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -4 | -36.36 | 03-31-2024 |
VALUED WEALTH ADVISORS LLC | COM | 1602 | $5,778 | 7 | 0.00 | 7 | +Inf | 03-31-2024 | |
NORTHWEST CAPITAL MANAGEMENT INC | COM | 1603 | $5,777 | 7 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AMERICAN NATIONAL BANK | COM | Liquidated | $0 | 0 | 0.00 | 7 | +Inf | 03-31-2024 |