Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HAZLETT BURT & WATSON INC | COM | 1001 | $15,000 | 200 | 0.01 | 200 | +Inf | 03-31-2024 | |
ORG PARTNERS LLC | AEE | Liquidated | $0 | 0 | 0.00 | 200 | +Inf | 03-31-2024 | |
FIRST HORIZON CORP | COMMON STOCK | 1003 | $15,000 | 196 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 1004 | $14,348 | 194 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |