Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVESTOR LTD | COMMON | 551 | $9,000 | 67 | 0.01 | 0.01 | -1 | -1.47 | 03-31-2024 |
CLEAR STREET MARKETS LLC | COM | Liquidated | $0 | 0 | 0.00 | 64 | +Inf | 03-31-2024 | |
BELL INVESTMENT ADVISORS INC | COM | 553 | $7,898 | 58 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST HORIZON CORP | COMMON STOCK | 554 | $7,000 | 57 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |