Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST CO / SC | Stock | Liquidated | $0 | 0 | 0.00 | 106 | +Inf | 12-31-2023 | |
FRAZIER FINANCIAL ADVISORS LLC | COM | 752 | $8,019 | 106 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PARTNERSHIP WEALTH MANAGEMENT LLC | Stock | 753 | $7,565 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ICA GROUP WEALTH MANAGEMENT LLC | Common Stock | 754 | $7,565 | 100 | 0.00 | 100 | +Inf | 03-31-2024 |