Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PFS PARTNERS LLC | COM | 751 | $3,830 | 200 | 0.00 | 200 | +Inf | 03-31-2024 | |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | COMMON | 752 | $5,834 | 183 | 0.00 | 0.03 | -313,782 | -99.94 | 03-31-2023 |
SRS CAPITAL ADVISORS INC | COM | 753 | $3,256 | 170 | 0.00 | 0.00 | -250 | -59.52 | 03-31-2024 |
WEST PACES ADVISORS INC | Stock | 754 | $2,911 | 152 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |