Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 601 | $2,836 | 97 | 0.00 | 97 | +Inf | 03-31-2024 | |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 602 | $2,660 | 91 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST HORIZON CORP | COMMON STOCK | 603 | $13,000 | 87 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
BOLLARD GROUP LLC | COM | 604 | $5,000 | 85 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |