Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORY SERVICES NETWORK LLC | Stock | 301 | $54,050 | 920 | 0.00 | 920 | +Inf | 12-31-2023 | |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 302 | $50,746 | 780 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COPELAND CAPITAL MANAGEMENT LLC | COM | 303 | $35,783 | 550 | 0.00 | 0.00 | 5 | 0.92 | 03-31-2024 |
BLUE TRUST INC | COM | 304 | $29,537 | 454 | 0.00 | 0.00 | -4 | -0.87 | 03-31-2024 |