Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEEDER ASSET MANAGEMENT INC | COM | 1251 | $42,257 | 335 | 0.00 | 0.00 | -1,652 | -83.14 | 03-31-2024 |
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 9 | 2.78 | 03-31-2024 |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 1253 | $41,499 | 329 | 0.00 | 0.00 | -13 | -3.80 | 03-31-2024 |
LENOX WEALTH ADVISORS LLC | COM | 1254 | $93,000 | 325 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2022 |