Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEVEL FINANCIAL ADVISORS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 50 | 16.18 | 06-30-2024 |
CRITERION CAPITAL ADVISORS LLC | COM | 5452 | $44,389 | 359 | 0.00 | 0.00 | 326 | 987.88 | 06-30-2024 |
FIRST HORIZON CORP | COMMON STOCK | 5453 | $286,000 | 358 | 0.03 | 0.02 | 60 | 20.13 | 06-30-2021 |
NEW ENGLAND PROFESSIONAL PLANNING GROUP INC | COM | 5454 | $320,764 | 355 | 0.00 | 355 | +Inf | 03-31-2024 |