Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PIERSHALE FINANCIAL GROUP INC | COM | 1151 | $4,891 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
GRADIENT INVESTMENTS LLC | COM | 1152 | $3,439 | 99 | 0.00 | 0.00 | -10 | -9.17 | 03-31-2024 |
TSFG LLC | Common Stock | 1153 | $3,000 | 96 | 0.00 | 0.00 | -240 | -71.43 | 03-31-2024 |
FIRST HORIZON CORP | COMMON STOCK | 1154 | $4,000 | 94 | 0.00 | 0.00 | -4 | -4.08 | 06-30-2021 |