Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUE WEALTH DESIGN LLC | COM | 1751 | $16,024 | 55 | 0.00 | 0.00 | 53 | 2650.00 | 03-31-2024 |
FIRST HORIZON CORP | COMMON STOCK | 1752 | $15,000 | 54 | 0.00 | 0.00 | 7 | 14.89 | 06-30-2021 |
ZRC WEALTH MANAGEMENT LLC | COM | 1753 | $15,732 | 54 | 0.00 | 54 | +Inf | 03-31-2024 | |
YHB INVESTMENT ADVISORS INC | Stock | 1754 | $15,440 | 53 | 0.00 | 53 | +Inf | 03-31-2024 |