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 | 0 | 0.00 | 03-31-2024 |
TRADITION WEALTH MANAGEMENT LLC | REAL ESTATE INVESTME | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PARKSIDE FINANCIAL BANK & TRUST | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 737 | 299.59 | 12-31-2023 |
HHM WEALTH ADVISORS LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |