Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EAGLE BAY ADVISORS LLC | equities | Liquidated | $0 | 0 | 0.00 | 72 | +Inf | 12-31-2023 | |
JFS WEALTH ADVISORS LLC | SHS | 652 | $2,286 | 71 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BOK FINANCIAL PRIVATE WEALTH INC | SHS | 653 | $2,060 | 64 | 0.00 | 64 | +Inf | 12-31-2023 | |
COLONIAL TRUST CO / SC | Stock | 654 | $1,958 | 61 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |