Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST PACES ADVISORS INC | Stock | 1051 | $19,261 | 72 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST HORIZON CORP | COMMON STOCK | 1052 | $17,000 | 71 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
TORTOISE INVESTMENT MANAGEMENT LLC | COM | 1053 | $18,994 | 71 | 0.00 | 71 | +Inf | 03-31-2024 | |
TSFG LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |