Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST TOWER GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -662 | -59.11 | 12-31-2023 |
FIRST HORIZON CORP | COMMON STOCK | 502 | $12,000 | 450 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
REGISTER FINANCIAL ADVISORS LLC | COM | Liquidated | $12,348 | 431 | 0.00 | 0.00 | 431 | +Inf | 03-31-2024 |