Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST HORIZON ADVISORS INC | COMMON STOCK | 451 | $58,651 | 2,132 | 0.00 | 0.00 | 176 | 9.00 | 03-31-2024 |
VAN ECK ASSOCIATES CORP | COM | 452 | $58,000 | 2,103 | 0.00 | 0.00 | 161 | 8.29 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | 453 | $57,771 | 2,100 | 0.00 | 0.00 | -1,789 | -46.00 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 454 | $57,166 | 2,078 | 0.00 | 0.00 | 74 | 3.69 | 03-31-2024 |