Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FUTURE FINANCIAL WEALTH MANAGMENT LLC | Stock | 251 | $7,070 | 500 | 0.00 | 500 | +Inf | 03-31-2024 | |
FIRST HORIZON ADVISORS INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HARBOUR INVESTMENTS INC | COM NEW | 253 | $6,442 | 386 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CULLEN/FROST BANKERS INC | DOMESTIC COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |