Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNITED COMMUNITY BANK | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 870 | +Inf | 06-30-2023 |
BRAY CAPITAL ADVISORS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -16,065 | -94.97 | 12-31-2023 |
RETIREMENT GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 100 | 14.10 | 12-31-2023 |