Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIDUCIENT ADVISORS LLC | COM | 1701 | $770,549 | 1,927 | 0.00 | 0.00 | -7 | -0.36 | 12-31-2023 |
FIRST HORIZON CORP | COMMON STOCK | 1702 | $679,000 | 1,926 | 0.06 | 0.07 | -5 | -0.26 | 06-30-2021 |
ARCATAUR CAPITAL MANAGEMENT LLC | COM | 1703 | $787,389 | 1,917 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PATRICK M SWEENEY & ASSOCIATES INC | COM | 1704 | $785,786 | 1,913 | 0.00 | 0.00 | 29 | 1.54 | 03-31-2024 |