Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST HORIZON ADVISORS INC | COMMON STOCK | 651 | $30,272 | 653 | 0.00 | 0.00 | 62 | 10.49 | 03-31-2024 |
ENTERPRISE TRUST & INVESTMENT CO | SPONSORED ADR | 652 | $23,000 | 600 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2021 |
CARROLL FINANCIAL ASSOCIATES INC | ADR | 653 | $21,000 | 556 | 0.00 | 0.00 | -123 | -18.11 | 12-31-2021 |
FINANCIAL GRAVITY ASSET MANAGEMENT INC | International Equities | 654 | $17,810 | 536 | 0.00 | 0.16 | 502 | 1476.47 | 09-30-2023 |