Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST ADVISORS | Stock | 1951 | $1,691 | 17 | 0.00 | 0.00 | 14 | 466.67 | 12-31-2023 |
SJS INVESTMENT CONSULTING INC | COM | 1952 | $1,812 | 17 | 0.00 | 0.00 | 1 | 6.25 | 03-31-2024 |
ALPHAMARK ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -50 | -74.63 | 03-31-2024 |
WEST PACES ADVISORS INC | Stock | 1954 | $1,705 | 16 | 0.00 | 0.00 | 10 | 166.67 | 03-31-2024 |