Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST HORIZON CORP | COMMON STOCK | 1001 | $15,000 | 196 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 1002 | $14,348 | 194 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 1003 | $14,274 | 193 | 0.00 | 0.00 | -261 | -57.49 | 03-31-2024 |
CALDWELL SUTTER CAPITAL INC | COM | 1004 | $14,274 | 193 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |