Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST HORIZON ADVISORS INC | COMMON STOCK | 851 | $25,981 | 912 | 0.00 | 0.00 | -294 | -24.38 | 03-31-2024 |
GHP INVESTMENT ADVISORS INC | COM | 852 | $26,544 | 901 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 853 | $23,960 | 841 | 0.00 | 0.00 | -53 | -5.93 | 03-31-2024 |
NORTH STAR INVESTMENT MANAGEMENT CORP | Stock | 854 | $22,232 | 828 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |