Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST CO / SC | Stock | 2501 | $45,505 | 562 | 0.00 | 0.00 | -119 | -17.47 | 12-31-2023 |
TRUSTCORE FINANCIAL SERVICES LLC | COM | 2502 | $34,000 | 559 | 0.00 | 0.00 | 113 | 25.34 | 09-30-2022 |
FIRST PERSONAL FINANCIAL SERVICES | COM | 2503 | $44,556 | 550 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ROCKY MOUNTAIN ADVISERS LLC | COM | 2504 | $40,288 | 550 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |