Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CWM LLC | COM | 301 | $51,000 | 248 | 0.00 | 0.00 | -16 | -6.06 | 03-31-2024 |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 302 | $49,876 | 243 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEXT FINANCIAL GROUP INC | COM | 303 | $57,000 | 238 | 0.00 | 0.01 | 1 | 0.42 | 06-30-2021 |
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 235 | +Inf | 03-31-2024 |