Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLARIVEST ASSET MANAGEMENT LLC | COM | 801 | $5,937 | 27 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
COLONIAL TRUST CO / SC | Stock | Liquidated | $0 | 0 | 0.00 | 26 | +Inf | 12-31-2023 | |
ASPIRE PRIVATE CAPITAL LLC | COM | 803 | $5,973 | 26 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 804 | $4,000 | 24 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |