Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST HORIZON CORP | COMMON STOCK | 751 | $10,000 | 319 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
KINGS POINT CAPITAL MANAGEMENT | COM | 752 | $12,000 | 314 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
TRUST CO OF VERMONT | Com | 753 | $13,230 | 300 | 0.00 | 0.00 | -155 | -34.07 | 03-31-2024 |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 754 | $13,054 | 296 | 0.00 | 0.00 | -53 | -15.19 | 03-31-2024 |