Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CSAT INVESTMENT ADVISORY LP | CL A | 1451 | $20,000 | 256 | 0.02 | 256 | +Inf | 03-31-2021 | |
SOUTHSTATE CORP | Cl A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WEST PACES ADVISORS INC | Stock | 1453 | $17,590 | 240 | 0.00 | 0.00 | -19 | -7.34 | 03-31-2024 |
SUTTON WEALTH ADVISORS INC | Stock | 1454 | $15,648 | 231 | 0.00 | 0.00 | 24 | 11.59 | 09-30-2023 |