Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LENOX WEALTH ADVISORS LLC | Class A Shares | 451 | $51,000 | 1,149 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2022 |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 452 | $62,390 | 1,099 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE TRUST CO NA | Com | 453 | $59,268 | 1,044 | 0.00 | 0.00 | 424 | 68.39 | 03-31-2024 |
HM PAYSON & CO | CL A | 454 | $42,017 | 931 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |