Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IFP ADVISORS INC | cs | 501 | $6,788 | 220 | 0.00 | 0.00 | -215 | -49.43 | 12-31-2023 |
FIRST HORIZON CORP | COMMON STOCK | 502 | $22,000 | 214 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
SYSTM WEALTH SOLUTIONS LLC | COM | 503 | $6,647 | 209 | 0.00 | 0.00 | 14 | 7.18 | 03-31-2024 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 504 | $6,296 | 198 | 0.00 | 198 | +Inf | 03-31-2024 |