Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST HORIZON ADVISORS INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 452 | $4,322 | 102 | 0.00 | 0.00 | 60 | 142.86 | 12-31-2023 |
BESSEMER GROUP INC | SC | 453 | $4,000 | 88 | 0.00 | 0.00 | -11 | -11.11 | 03-31-2023 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 454 | $4,000 | 87 | 0.00 | 0.00 | -40 | -31.50 | 12-31-2021 |