Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARCHER INVESTMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 900 | +Inf | 03-31-2024 | |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 402 | $64,539 | 852 | 0.00 | 0.00 | -101 | -10.60 | 03-31-2024 |
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 404 | $40,000 | 709 | 0.00 | 709 | +Inf | 09-30-2022 |