Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST HORIZON CORP | FOREIGN STOCK | 551 | $7,000 | 881 | 0.00 | 0.00 | -35 | -3.82 | 06-30-2021 |
CI INVESTMENTS INC | COM | 552 | $22,000 | 876 | 0.00 | 0.00 | 203 | 30.16 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
GAMMA INVESTING LLC | Common Stock | 554 | $16,899 | 673 | 0.00 | 0.00 | -417 | -38.26 | 03-31-2024 |