Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LGT FINANCIAL ADVISORS LLC | COM | 651 | $29,814 | 181 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS LLC | COM | Liquidated | $29,649 | 180 | 0.00 | 0.00 | 180 | +Inf | 03-31-2024 |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 653 | $22,730 | 138 | 0.00 | 0.00 | -92 | -40.00 | 03-31-2024 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 654 | $13,633 | 100 | 0.00 | 100 | +Inf | 12-31-2023 |