Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST COMMAND BANK | COM | 2851 | $175,033 | 2,623 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
NACHMAN NORWOOD & PARROTT INC | COM | 2852 | $739,000 | 2,536 | 0.08 | 0.07 | 52 | 2.09 | 06-30-2021 |
EAGLE BAY ADVISORS LLC | Equities | 2853 | $155,674 | 2,535 | 0.00 | 0.00 | 2,162 | 579.62 | 12-31-2023 |
FIRST HORIZON CORP | COMMON STOCK | 2854 | $738,000 | 2,535 | 0.07 | 0.09 | -1,158 | -31.36 | 06-30-2021 |