Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JFS WEALTH ADVISORS LLC | COM | 3201 | $171,941 | 378 | 0.00 | 0.00 | -44 | -10.43 | 03-31-2024 |
ROWLANDMILLER & PARTNERSADV | COM | 3202 | $171,485 | 377 | 0.00 | 0.00 | 21 | 5.90 | 03-31-2024 |
TSFG LLC | Common Stock | 3203 | $170,000 | 375 | 0.04 | 0.07 | -81 | -17.76 | 03-31-2024 |
LOWE WEALTH ADVISORS LLC | COM | 3204 | $175,856 | 372 | 0.00 | 0.00 | -5 | -1.33 | 03-31-2023 |