Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 840 | +Inf | 03-31-2024 | |
PITTENGER & ANDERSON INC | COM NEW | 1152 | $100,696 | 800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 1153 | $99,717 | 792 | 0.00 | 0.00 | 243 | 44.26 | 03-31-2024 |
STONE HOUSE INVESTMENT MANAGEMENT LLC | COM NEW | 1154 | $99,272 | 789 | 0.00 | 789 | +Inf | 03-31-2024 |