Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST HORIZON ADVISORS INC | COMMON STOCK | 551 | $10,405 | 92 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 15 | 19.74 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1 | 1.18 | 06-30-2020 |
MCF ADVISORS LLC | COM | 554 | $9,614 | 85 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |