Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIVINGSTON GROUP ASSET MANAGEMENT CO (OPERATING AS SOUTHPORT CAPITAL MANAGEMENT) | COM | 601 | $237,000 | 5,530 | 0.04 | 5,530 | +Inf | 12-31-2021 | |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC | COM | 602 | $263,085 | 5,505 | 0.00 | 0.01 | -320,535 | -98.31 | 03-31-2024 |
REGIONS FINANCIAL CORP | COM | 603 | $258,272 | 5,480 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EP WEALTH ADVISORS LLC | COM | 604 | $254,219 | 5,394 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |