Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IFP ADVISORS INC | cs | 1001 | $11,587 | 62 | 0.00 | 0.00 | -1 | -1.59 | 12-31-2023 |
COLONIAL TRUST ADVISORS | REIT | 1002 | $11,644 | 62 | 0.00 | 0.00 | 1 | 1.64 | 12-31-2023 |
FIRST HORIZON CORP | COMMON STOCK | 1003 | $12,000 | 61 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
SUTTON WEALTH ADVISORS INC | REIT | 1004 | $10,133 | 59 | 0.00 | 0.00 | 17 | 40.48 | 09-30-2023 |