Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST HORIZON CORP | COMMON STOCK | 1351 | $229,000 | 17,060 | 0.02 | 0.02 | -1,672 | -8.93 | 06-30-2021 |
HIGHPOINT ADVISOR GROUP LLC | Common Stock | Liquidated | $0 | 0 | 0.17 | 0.20 | -129,665 | -88.54 | 12-31-2023 |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | COM | 1353 | $173,000 | 16,005 | 0.08 | 16,005 | +Inf | 03-31-2021 |