Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST HORIZON CORP | COMMON STOCK | 401 | $8,000 | 568 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
BERMAN CAPITAL ADVISORS LLC | Stock | 403 | $1,000 | 97 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
AMERICAN PORTFOLIOS ADVISORS | COM | 404 | $1,262 | 67 | 0.00 | 67 | +Inf | 06-30-2022 |