Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST HORIZON CORP | COMMON STOCK | 751 | $3,000 | 85 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
ACTIVEST WEALTH MANAGEMENT | SH BEN | Liquidated | $0 | 0 | 0.00 | 83 | +Inf | 12-31-2023 | |
FIELDPOINT PRIVATE SECURITIES LLC | REIT | 753 | $2,000 | 80 | 0.00 | 0.00 | -260 | -76.47 | 06-30-2022 |
FORTITUDE FAMILY OFFICE LLC | REIT | 754 | $2,244 | 78 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |