Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RESURGENT FINANCIAL ADVISORS LLC | COM NEW | 801 | $865,441 | 2,438 | 0.00 | 0.00 | -44 | -1.77 | 03-31-2024 |
LINCOLN NATIONAL CORP | COM NEW | 802 | $762,643 | 2,436 | 0.00 | 0.01 | 887 | 57.26 | 12-31-2023 |
RED DOOR WEALTH MANAGEMENT LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 2,431 | +Inf | 12-31-2023 | |
TUDOR INVESTMENT CORP ET AL | Equity Option | 804 | $751,416 | 2,400 | 0.00 | 0.00 | -5,700 | -70.37 | 12-31-2023 |