Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL FREEDOM LLC | COM | 851 | $6,937 | 799 | 0.00 | 0.00 | 12 | 1.52 | 12-31-2023 |
ZIONS BANCORPORATION NA | Com | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,460 | -65.56 | 12-31-2023 |
RED TORTOISE LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -197 | -20.48 | 12-31-2023 |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 854 | $6,079 | 757 | 0.00 | 0.00 | 497 | 191.15 | 03-31-2024 |