Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCRAE CAPITAL MANAGEMENT INC | SHS | 2001 | $406,484 | 1,300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SECURITY NATIONAL BANK | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FORTUNE FINANCIAL ADVISORS LLC | SHS | 2003 | $405,968 | 1,298 | 0.00 | 0.00 | -58 | -4.28 | 03-31-2024 |
PARAGON FINANCIAL PARTNERS INC | SHS | 2004 | $405,861 | 1,298 | 0.00 | 0.00 | 9 | 0.70 | 03-31-2024 |