Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST HORIZON ADVISORS INC | COMMON STOCK | 751 | $86,694 | 1,864 | 0.00 | 0.00 | 142 | 8.25 | 03-31-2024 |
ADVISORY SERVICES NETWORK LLC | Stock | Liquidated | $0 | 0 | 0.00 | 1,815 | +Inf | 03-31-2024 | |
HILLTOP NATIONAL BANK | COM | 753 | $83,532 | 1,796 | 0.00 | 1,796 | +Inf | 03-31-2024 | |
ACCORDANT ADVISORY GROUP INC | COM | 754 | $80,741 | 1,736 | 0.00 | 1,736 | +Inf | 03-31-2024 |