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 | -400 | -28.09 | 12-31-2023 |
BERMAN CAPITAL ADVISORS LLC | Stock | 502 | $38,000 | 1,006 | 0.01 | 0.01 | 171 | 20.48 | 09-30-2021 |
FINANCIAL SYNERGIES WEALTH ADVISORS INC | CL A COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,000 | +Inf | 03-31-2022 |
TD WATERHOUSE CANADA INC | CL A COM | Liquidated | $0 | 0 | 0.00 | 700 | +Inf | 12-31-2023 |