Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARROLL FINANCIAL ASSOCIATES INC | Stock | 401 | $7,000 | 77 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
STEWARD FINANCIAL GROUP LLC | COM | 402 | $3,000 | 47 | 0.00 | 0.00 | 28 | 147.37 | 03-31-2023 |
FIRST HORIZON CORP | COMMON STOCK | 403 | $3,000 | 40 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
BDO WEALTH ADVISORS LLC | COM | 404 | $2,131 | 27 | 0.00 | 0.00 | 10 | 58.82 | 06-30-2023 |