Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORDWAND ADVISORS LLC | COM | 2701 | $59,860 | 185 | 0.00 | 185 | +Inf | 09-30-2023 | |
JONES FINANCIAL COMPANIES LLLP | COM | 2702 | $71,367 | 185 | 0.00 | 0.00 | -241 | -56.57 | 12-31-2023 |
UNION SAVINGS BANK | COMMON STOCK | 2703 | $76,854 | 184 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST HORIZON CORP | COMMON STOCK | 2704 | $69,000 | 183 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2021 |