Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOODY LYNN & LIEBERSON LLC | COM | 1151 | $5,723,625 | 19,004 | 0.00 | 0.00 | 12,038 | 172.81 | 03-31-2024 |
SIGNATUREFD LLC | COM | 1152 | $5,717,981 | 18,985 | 0.00 | 0.00 | 2,038 | 12.03 | 03-31-2024 |
MIRACLE MILE ADVISORS LLC | COM | 1153 | $5,706,007 | 18,946 | 0.00 | 0.00 | -158 | -0.83 | 03-31-2024 |
FRONTIER WEALTH MANAGEMENT LLC | COM | 1154 | $3,682,000 | 18,898 | 0.05 | 0.05 | 0 | 0.00 | 06-30-2022 |