Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLASS JACOBSON INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 22 | 4.09 | 03-31-2024 |
AVION WEALTH | COM | 852 | $6,000 | 556 | 0.00 | 0.00 | 500 | 892.86 | 03-31-2024 |
FIRST HORIZON ADVISORS INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GODSEY & GIBB INC | COM | 854 | $5,346 | 540 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |