Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST HORIZON ADVISORS INC | COMMON STOCK | 501 | $73,228 | 1,469 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $54,698 | 1,400 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BARTLETT & CO LLC | COM | 503 | $55,000 | 1,400 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,358 | 3772.22 | 03-31-2024 |