Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONTAG A & ASSOCIATES INC | COM | 1151 | $776,223 | 5,943 | 0.00 | 0.00 | -187 | -3.05 | 03-31-2024 |
SHEAFF BROCK INVESTMENT ADVISORS LLC | COM | 1152 | $768,571 | 5,942 | 0.00 | 0.00 | -1,000 | -14.41 | 03-31-2024 |
REUTER JAMES WEALTH MANAGEMENT LLC | COM | 1153 | $721,648 | 5,939 | 0.00 | 0.00 | -281 | -4.52 | 12-31-2023 |
RETIREMENT PLANNING CO OF NEW ENGLAND INC | COM | 1154 | $767,188 | 5,931 | 0.00 | 0.00 | -4,630 | -43.84 | 03-31-2024 |