Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST CO / SC | Stock | 501 | $7,924 | 177 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM | 502 | $7,000 | 164 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
AMERICAN PORTFOLIOS ADVISORS | COM | 503 | $5,728 | 148 | 0.00 | 148 | +Inf | 09-30-2022 | |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 504 | $5,664 | 132 | 0.00 | 0.00 | -46 | -25.84 | 03-31-2024 |