Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST PACES ADVISORS INC | Stock | 1601 | $24,923 | 172 | 0.00 | 0.00 | -25 | -12.69 | 03-31-2024 |
COLONIAL TRUST CO / SC | Stock | 1602 | $25,274 | 169 | 0.00 | 0.00 | -49 | -22.48 | 12-31-2023 |
ASSET DEDICATION LLC | Equities | 1603 | $24,000 | 168 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST HORIZON CORP | COMMON STOCK | 1604 | $28,000 | 166 | 0.00 | 0.00 | 2 | 1.22 | 06-30-2021 |