Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STONEBRIDGE CAPITAL ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MILESTONE WEALTH LLC | COMMON STOCK | 502 | $3,000 | 92 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 503 | $1,318 | 84 | 0.00 | 0.00 | -12,188 | -99.32 | 03-31-2024 |
RONALD BLUE TRUST INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |