Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOR INVESTMENT ADVISORY LLC | Stock | 1501 | $27,029 | 93 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST HORIZON CORP | COMMON STOCK | 1502 | $65,000 | 91 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2021 |
MONTAG A & ASSOCIATES INC | CL A | 1503 | $26,448 | 91 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIELD & MAIN BANK | COMMON STOCK - LARGE CAP | 1504 | $34,590 | 89 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |