Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST HORIZON ADVISORS INC | COMMON STOCK | 501 | $671,346 | 1,540 | 0.00 | 0.00 | 190 | 14.07 | 03-31-2024 |
ADVISOR OS LLC | COM | 502 | $416,976 | 1,539 | 0.00 | 0.23 | -2,795 | -64.49 | 03-31-2023 |
180 WEALTH ADVISORS LLC | COM | 503 | $412,709 | 1,523 | 0.00 | 0.00 | 394 | 34.90 | 03-31-2023 |
ADVISOR PARTNERS LLC | COM | 504 | $279,000 | 1,518 | 0.02 | 0.02 | 278 | 22.42 | 06-30-2022 |