Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MILESTONE INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,758 | +Inf | 12-31-2023 | |
OAKWORTH CAPITAL INC | COMMON STOCK | 2202 | $127,193 | 1,651 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
FSA WEALTH MANAGEMENT LLC | Equity | 2203 | $131,000 | 1,649 | 0.06 | 1,649 | +Inf | 12-31-2023 | |
BLUE CHIP PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -246 | -13.17 | 03-31-2024 |