Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RETIREMENT GROUP LLC | COM | 301 | $12,846 | 545 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST HORIZON CORP | COMMON STOCK | 302 | $14,000 | 500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
SONORA INVESTMENT MANAGEMENT LLC | COM | 303 | $14,000 | 500 | 0.00 | 500 | +Inf | 09-30-2021 | |
BOK FINANCIAL PRIVATE WEALTH INC | COM | 304 | $10,620 | 500 | 0.00 | 0.00 | -296 | -37.19 | 12-31-2023 |