Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CEDAR MOUNTAIN ADVISORS LLC | COM | 901 | $29,195 | 68 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST HORIZON CORP | COMMON STOCK | 902 | $28,000 | 67 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 4 | 6.35 | 12-31-2023 |
KAPITALO INVESTIMENTOS LTDA | COM | Liquidated | $29,455 | 66 | 0.00 | 0.00 | -137 | -67.49 | 12-31-2023 |