Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CASTLEVIEW PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 511 | +Inf | 12-31-2023 | |
KBC GROUP NV | COM | 302 | $51,000 | 506 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 303 | $28,000 | 437 | 0.00 | 437 | +Inf | 09-30-2021 | |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 304 | $41,782 | 411 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |