Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 1001 | $57,306 | 284 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DB WEALTH MANAGEMENT GROUP LLC | Common Stock | 1002 | $55,490 | 275 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BKM WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 269 | +Inf | 03-31-2024 | |
FIRST HORIZON CORP | COMMON STOCK | 1004 | $41,000 | 260 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |