Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JTC EMPLOYER SOLUTIONS TRUSTEE LTD | COM NEW | 1201 | $94,000 | 860 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2024 |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 1202 | $92,469 | 848 | 0.00 | 0.00 | 56 | 7.07 | 06-30-2024 |
FIRST MERCANTILE TRUST CO | COM NEW | 1203 | $102,000 | 846 | 0.01 | 0.01 | 391 | 85.93 | 09-30-2021 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 1204 | $90,939 | 834 | 0.00 | 0.00 | 238 | 39.93 | 06-30-2024 |