Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST HORIZON CORP | COMMON STOCK | 801 | $8,000 | 161 | 0.00 | 0.00 | -12 | -6.94 | 06-30-2021 |
MCF ADVISORS LLC | COM | Liquidated | $6,579 | 152 | 0.00 | 0.00 | 152 | +Inf | 03-31-2024 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 803 | $6,553 | 151 | 0.00 | 0.00 | -215 | -58.74 | 03-31-2024 |
KIELY WEALTH ADVISORY GROUP INC | COM | 804 | $6,269 | 150 | 0.00 | 150 | +Inf | 03-31-2024 |