Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUST CO OF THE SOUTH | Equities | 2851 | $751,843 | 4,296 | 0.00 | 0.00 | -2,199 | -33.86 | 03-31-2024 |
GUARDIAN WEALTH ADVISORS LLC | COM | 2852 | $727,342 | 4,293 | 0.00 | 0.00 | -6 | -0.14 | 09-30-2023 |
FLC CAPITAL ADVISORS | COM | 2853 | $728,783 | 4,291 | 0.00 | 0.00 | -825 | -16.13 | 12-31-2023 |
WADDELL & ASSOCIATES LLC | COM | 2854 | $729,834 | 4,282 | 0.00 | 0.00 | 155 | 3.76 | 12-31-2023 |