Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST PACES ADVISORS INC | Stock | Liquidated | $0 | 0 | 0.00 | 12 | +Inf | 03-31-2024 | |
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 2102 | $2,000 | 12 | 0.00 | 0.00 | -32 | -72.73 | 03-31-2024 |
IMPACT PARTNERSHIP WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
COPPELL ADVISORY SOLUTIONS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |