Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CALLAN CAPITAL LLC | COM | 2501 | $381,648 | 1,820 | 0.00 | 0.00 | -4,848 | -72.71 | 12-31-2023 |
MCLEAN ASSET MANAGEMENT CORP | COM | 2502 | $360,745 | 1,818 | 0.00 | 0.00 | 11 | 0.61 | 03-31-2024 |
CGN ADVISORS LLC | COM | 2503 | $372,939 | 1,817 | 0.00 | 0.00 | -109 | -5.66 | 03-31-2024 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | COM | 2504 | $372,683 | 1,816 | 0.00 | 0.00 | -750 | -29.23 | 03-31-2024 |