Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNATURE RESOURCES CAPITAL MANAGEMENT LLC | COM | 1101 | $2,808 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST HORIZON CORP | COMMON STOCK | 1102 | $2,000 | 29 | 0.00 | 0.00 | 2 | 7.41 | 06-30-2021 |
BELLEVUE ASSET MANAGEMENT LLC | COM | 1103 | $3,067 | 29 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HHM WEALTH ADVISORS LLC | COM | 1104 | $3,068 | 29 | 0.00 | 0.00 | -1 | -3.33 | 03-31-2024 |