Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST HORIZON ADVISORS INC | COMMON STOCK | 601 | $23,834 | 448 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BESSEMER GROUP INC | SC | 602 | $25,000 | 432 | 0.00 | 0.00 | -52 | -10.74 | 03-31-2023 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 603 | $22,982 | 432 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
IMA WEALTH INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |