Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BELPOINTE ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 601 | +Inf | 06-30-2024 | |
EMERALD ADVISERS LLC | COM | 952 | $184,398 | 600 | 0.00 | 0.00 | -166 | -21.67 | 06-30-2024 |
RINKEY INVESTMENTS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
FIRST HORIZON CORP | COMMON STOCK | 954 | $273,000 | 597 | 0.02 | 0.02 | -16 | -2.61 | 06-30-2021 |