Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST HORIZON CORP | COMMON STOCK | 951 | $37,000 | 342 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
BROWN BROTHERS HARRIMAN & CO | Common Stock | 952 | $20,680 | 328 | 0.00 | 0.00 | -309 | -48.51 | 12-31-2023 |
BERMAN CAPITAL ADVISORS LLC | Stock | 953 | $29,000 | 323 | 0.00 | 0.00 | 32 | 11.00 | 09-30-2021 |
NBC SECURITIES INC | Stock | 954 | $18,000 | 285 | 0.00 | 0.00 | -130 | -31.33 | 03-31-2024 |