Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST PACES ADVISORS INC | Stock | 2051 | $27,552 | 320 | 0.00 | 0.00 | 17 | 5.61 | 03-31-2024 |
FAIRFIELD BUSH & CO | Stock | Liquidated | $0 | 0 | 0.00 | 312 | +Inf | 03-31-2024 | |
UNION SAVINGS BANK | COMMON STOCK | 2053 | $26,260 | 305 | 0.00 | 0.00 | 75 | 32.61 | 03-31-2024 |
NEWBRIDGE FINANCIAL SERVICES GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2 | 0.66 | 12-31-2023 |