Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CSAT INVESTMENT ADVISORY LP | COM SER C | 651 | $7,000 | 193 | 0.01 | 193 | +Inf | 03-31-2021 | |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 652 | $4,000 | 174 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
FIRST HORIZON CORP | COMMON STOCK | 653 | $3,000 | 113 | 0.00 | 0.00 | 35 | 44.87 | 06-30-2021 |
INDEXIQ ADVISORS LLC | COM SER C | 654 | $1,000 | 52 | 0.00 | 52 | +Inf | 03-31-2022 |