Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KMG FIDUCIARY PARTNERS LLC | COM | 901 | $321,755 | 8,647 | 0.00 | 0.00 | -2,852 | -24.80 | 03-31-2024 |
LAUREL WEALTH ADVISORS INC | Stock | 902 | $282,000 | 8,600 | 0.03 | 8,600 | +Inf | 12-31-2022 | |
CLEAR HARBOR ASSET MANAGEMENT LLC | COM | 903 | $296,062 | 8,584 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SUMMIT FINANCIAL STRATEGIES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -51 | -0.59 | 12-31-2023 |