Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORY SERVICES NETWORK LLC | Stock | Liquidated | $0 | 0 | 0.00 | 329 | +Inf | 03-31-2024 | |
SPIRE WEALTH MANAGEMENT | COM | 602 | $14,729 | 324 | 0.00 | 0.00 | 12 | 3.85 | 03-31-2024 |
COLUMN CAPITAL ADVISORS LLC | Stock | 603 | $11,306 | 305 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
DELTA ASSET MANAGEMENT LLC/TN | COM | 604 | $11,128 | 300 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |