Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARYLAND CAPITAL ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FINTRUST CAPITAL ADVISORS LLC | COM | 1052 | $3,178 | 676 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST HORIZON CORP | COMMON STOCK | 1053 | $13,000 | 655 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
FOCUSED WEALTH MANAGEMENT INC | COM | 1054 | $3,210 | 654 | 0.00 | 0.00 | 19 | 2.99 | 12-31-2023 |