Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MILESTONE INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 3,066 | +Inf | 12-31-2023 | |
COLONIAL TRUST CO / SC | Stock | 752 | $157,235 | 3,065 | 0.00 | 0.00 | -20 | -0.65 | 12-31-2023 |
BKM WEALTH MANAGEMENT LLC | COM | 753 | $151,300 | 3,002 | 0.00 | 0.00 | 91 | 3.13 | 03-31-2024 |
CI INVESTMENTS INC | COM | 754 | $153,000 | 2,986 | 0.00 | 0.00 | 283 | 10.47 | 12-31-2023 |