Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NBC SECURITIES INC | Stock | 601 | $52,000 | 670 | 0.00 | 0.00 | 80 | 13.56 | 03-31-2024 |
MONTAG A & ASSOCIATES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 603 | $44,668 | 571 | 0.00 | 0.00 | -81 | -12.42 | 03-31-2024 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 604 | $44,356 | 567 | 0.00 | 0.00 | -2,478 | -81.38 | 03-31-2024 |