Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TSFG LLC | Common Stock | 951 | $6,000 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FSA WEALTH MANAGEMENT LLC | Equity | 952 | $5,006 | 181 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BELL INVESTMENT ADVISORS INC | COM | 953 | $5,007 | 181 | 0.00 | 0.00 | 19 | 11.73 | 03-31-2024 |
STEWARD FINANCIAL GROUP LLC | COM | 954 | $4,000 | 171 | 0.00 | 0.00 | 133 | 350.00 | 03-31-2023 |