Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CGC FINANCIAL SERVICES LLC | COM | 1051 | $1,397 | 80 | 0.00 | 80 | +Inf | 06-30-2024 | |
LYNX INVESTMENT ADVISORY | Stock | 1052 | $1,344 | 77 | 0.00 | 77 | +Inf | 06-30-2024 | |
WEST PACES ADVISORS INC | Stock | 1053 | $1,274 | 76 | 0.00 | 0.00 | -22 | -22.45 | 03-31-2024 |
GHP INVESTMENT ADVISORS INC | COM | 1054 | $1,197 | 74 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |