Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST HORIZON CORP | COMMON STOCK | 1001 | $11,000 | 148 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
FORMULAFOLIO INVESTMENTS LLC | COM | 1002 | $7,000 | 90 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 1003 | $4,000 | 55 | 0.00 | 0.00 | 21 | 61.76 | 06-30-2021 |
LENOX WEALTH ADVISORS LLC | COM | 1004 | $4,000 | 46 | 0.00 | 0.00 | -18 | -28.12 | 03-31-2022 |