Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUNTINGTON NATIONAL BANK | COMMON STOCK | 501 | $31,056 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SIGNATUREFD LLC | COM | 502 | $29,736 | 383 | 0.00 | 0.00 | -60 | -13.54 | 03-31-2024 |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 503 | $28,530 | 359 | 0.00 | 359 | +Inf | 12-31-2023 | |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 504 | $24,534 | 316 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |