Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DELTA ASSET MANAGEMENT LLC/TN | COM | 1351 | $8,430 | 60 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
DIVIDEND ASSETS CAPITAL LLC | Common Stock | 1352 | $9,000 | 59 | 0.00 | 0.00 | -24 | -28.92 | 12-31-2023 |
HERITAGE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 58 | +Inf | 12-31-2023 | |
CORE WEALTH ADVISORS INC | COM | 1354 | $7,813 | 56 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |