Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST HORIZON CORP | COMMON STOCK | 1601 | $41,000 | 119 | 0.00 | 0.00 | 19 | 19.00 | 06-30-2021 |
OFI INVEST ASSET MANAGEMENT | COM | 1602 | $22,961 | 115 | 0.00 | 0.00 | 12 | 11.65 | 03-31-2024 |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 65 | 130.00 | 12-31-2023 |
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | COM | 1604 | $24,367 | 113 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |