Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | Stock | 801 | $133,440 | 800 | 0.00 | 0.00 | 793 | 11328.57 | 03-31-2024 |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 802 | $127,935 | 767 | 0.00 | 0.00 | 5 | 0.66 | 03-31-2024 |
COVESTOR LTD | COMMON | 803 | $124,000 | 743 | 0.08 | 0.05 | 285 | 62.23 | 03-31-2024 |
SYSTM WEALTH SOLUTIONS LLC | COM | 804 | $122,765 | 736 | 0.00 | 0.00 | -158 | -17.67 | 03-31-2024 |