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 | 38 | +Inf | 03-31-2024 | |
BURLESON & COMPANY LLC | COM | 752 | $6,000 | 35 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
RALEIGH CAPITAL MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 6 | 21.43 | 03-31-2024 |
FIRST CAPITAL ADVISORS GROUP LLC | COM | 754 | $7,445 | 31 | 0.00 | 31 | +Inf | 06-30-2023 |