Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARROLL FINANCIAL ASSOCIATES INC | Stock | 1051 | $16,000 | 30 | 0.00 | 0.00 | -5 | -14.29 | 12-31-2021 |
GREENWOOD GEARHART INC | Stock | Liquidated | $0 | 0 | 0.00 | 30 | +Inf | 03-31-2024 | |
FIRST HORIZON CORP | COMMON STOCK | 1053 | $13,000 | 30 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
BALDWIN BROTHERS LLC/MA | COM | 1054 | $14,906 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |