Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BISON WEALTH LLC | COM | 1051 | $1,083,806 | 24,847 | 0.00 | 0.00 | 9 | 0.04 | 03-31-2024 |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 1052 | $1,079,989 | 24,758 | 0.00 | 0.00 | -3,530 | -12.48 | 03-31-2024 |
FIRST HAWAIIAN BANK | COM | 1053 | $1,078,112 | 24,716 | 0.00 | 0.00 | -2,961 | -10.70 | 03-31-2024 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,375 | -5.28 | 03-31-2024 |