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 | 280 | 33.29 | 12-31-2023 |
SARGENT BICKHAM LAGUDIS LLC | COM C SIRIUSXM | 502 | $31,000 | 800 | 0.00 | 800 | +Inf | 03-31-2017 | |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | COM SER C FRMLA | 503 | $58,367 | 780 | 0.00 | 780 | +Inf | 03-31-2023 | |
AMERICAN PORTFOLIOS ADVISORS | COM SER C FRMLA | 504 | $32,760 | 560 | 0.00 | 560 | +Inf | 09-30-2022 |