Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUSTCORE FINANCIAL SERVICES LLC | COM | 1601 | $20,000 | 223 | 0.00 | 0.01 | -912 | -80.35 | 09-30-2022 |
ATTICUS WEALTH MANAGEMENT LLC | COM | 1602 | $17,262 | 220 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
FIRST HORIZON CORP | COMMON STOCK | 1603 | $18,000 | 207 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
FAMILY FIRM INC | Stock | 1604 | $16,133 | 206 | 0.00 | 206 | +Inf | 06-30-2024 |