Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FALCON WEALTH PLANNING | COM | 2451 | $1,382,924 | 1,888 | 0.00 | 0.00 | 54 | 2.94 | 03-31-2024 |
CITIZENS NATIONAL BANK TRUST DEPARTMENT | COM | 2452 | $1,381,740 | 1,886 | 0.00 | 0.00 | -30 | -1.57 | 03-31-2024 |
BUCKHEAD CAPITAL MANAGEMENT LLC | COM | 2453 | $1,013,770 | 1,883 | 0.00 | 0.00 | -125 | -6.23 | 06-30-2023 |
DMC GROUP LLC | Stock | Liquidated | $0 | 0 | 0.00 | 1,879 | +Inf | 03-31-2024 |