Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
POM INVESTMENT STRATEGIES LLC | COM | 1751 | $15,594 | 435 | 0.00 | 435 | +Inf | 03-31-2024 | |
CLEAN YIELD GROUP | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,750 | -92.23 | 12-31-2023 |
ZIONS BANCORPORATION NA | Com | 1753 | $14,085 | 393 | 0.00 | 0.00 | -535 | -57.65 | 03-31-2024 |
FIRST HORIZON CORP | COMMON STOCK | 1754 | $24,000 | 390 | 0.00 | 0.00 | 13 | 3.45 | 06-30-2021 |