Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SYNTAL CAPITAL PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,308 | -56.14 | 03-31-2024 |
MONTAG & CALDWELL LLC | COM | 3602 | $545,647 | 3,363 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRAIRIE WEALTH ADVISORS INC | COM | 3603 | $544,187 | 3,354 | 0.00 | 3,354 | +Inf | 03-31-2024 | |
WEST WEALTH GROUP LLC | COM | 3604 | $543,344 | 3,349 | 0.00 | 0.00 | 18 | 0.54 | 03-31-2024 |