Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRATUS CAPITAL LLC | COM | 2951 | $397,459 | 1,320 | 0.00 | 0.00 | 200 | 17.86 | 03-31-2024 |
DYNAMIC WEALTH STRATEGIES LLC | COM | 2952 | $397,000 | 1,319 | 0.34 | 1,319 | +Inf | 03-31-2024 | |
LANDMARK FINANCIAL ADVISORS LLC | COM | 2953 | $347,082 | 1,319 | 0.00 | 0.00 | 119 | 9.92 | 12-31-2023 |
WMS PARTNERS LLC | COM | 2954 | $397,257 | 1,319 | 0.00 | 0.00 | 132 | 11.12 | 03-31-2024 |