Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GILLILAND JETER WEALTH MANAGEMENT LLC | COM | 2201 | $16,236 | 200 | 0.00 | 200 | +Inf | 03-31-2024 | |
PACIFICA PARTNERS INC | COM | 2202 | $16,163 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TIMESCALE FINANCIAL INC | COM | 2203 | $14,789 | 199 | 0.00 | 199 | +Inf | 06-30-2023 | |
WEST PACES ADVISORS INC | Stock | 2204 | $15,424 | 190 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |