Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | Stock | 351 | $3,770 | 213 | 0.00 | 213 | +Inf | 03-31-2024 | |
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COLONIAL TRUST CO / SC | Stock | 353 | $2,523 | 158 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM PAR $0.001 | 354 | $2,513 | 142 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |