Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATLAS BROWNINC | Stock | 1101 | $1,070,637 | 3,990 | 0.00 | 0.00 | 552 | 16.06 | 03-31-2024 |
COMPTON WEALTH ADVISORY GROUP LLC | COM | 1102 | $1,070,100 | 3,988 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COLONY GROUP LLC | Common | 1103 | $994,000 | 3,975 | 0.01 | 0.01 | 119 | 3.09 | 06-30-2023 |
MEADOW CREEK WEALTH ADVISORS LLC | Common Stock | 1104 | $1,062,050 | 3,958 | 0.00 | 3,958 | +Inf | 03-31-2024 |