Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HORIZON FINANCIAL SERVICES LLC | Stock | 3651 | $28,432 | 100 | 0.00 | 100 | +Inf | 03-31-2024 | |
TANGLEWOOD LEGACY ADVISORS LLC | Common Stock | 3652 | $28,432 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
UNITED COMMUNITY BANK | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 100 | +Inf | 03-31-2024 | |
DYNAMIC WEALTH STRATEGIES LLC | COM | 3654 | $28,000 | 100 | 0.02 | 100 | +Inf | 03-31-2024 |