Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLEN EAGLE ADVISORS LLC | COM | Liquidated | $26,366 | 155 | 0.00 | 0.00 | -54 | -25.84 | 06-30-2024 |
SPIRE WEALTH MANAGEMENT | COM | 602 | $25,685 | 151 | 0.00 | 0.00 | 43 | 39.81 | 06-30-2024 |
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | COM | 603 | $23,860 | 130 | 0.00 | 130 | +Inf | 12-31-2023 | |
PINNACLE FINANCIAL PARTNERS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |