Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PSAGOT VALUE HOLDINGS LTD / (ISRAEL) | COM NEW | 351 | $6,000 | 65 | 0.00 | 65 | +Inf | 12-31-2023 | |
COLONIAL TRUST ADVISORS | Stock | 352 | $5,482 | 64 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SOUTHSTATE CORP | Com | Liquidated | $0 | 0 | 0.00 | 64 | +Inf | 12-31-2023 | |
STEWARD FINANCIAL GROUP LLC | COM NEW | 354 | $4,000 | 56 | 0.00 | 0.00 | 30 | 115.38 | 03-31-2023 |