Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST HORIZON ADVISORS INC | COMMON STOCK | 451 | $90,874 | 1,289 | 0.00 | 0.00 | 98 | 8.23 | 03-31-2024 |
CWM LLC | COM | 452 | $87,000 | 1,230 | 0.00 | 0.00 | -15 | -1.20 | 03-31-2024 |
NBC SECURITIES INC | Stock | 453 | $86,000 | 1,227 | 0.01 | 0.01 | 471 | 62.30 | 03-31-2024 |
QUADRANT CAPITAL GROUP LLC | COM | 454 | $86,151 | 1,222 | 0.00 | 0.00 | 181 | 17.39 | 03-31-2024 |