Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
THOMASVILLE NATIONAL BANK | Common Stock | 1601 | $263,696 | 2,025 | 0.00 | 0.00 | -6 | -0.30 | 03-31-2024 |
CERTUITY LLC | COM | 1602 | $263,031 | 2,020 | 0.00 | 0.00 | -545 | -21.25 | 03-31-2024 |
BEAUMONT FINANCIAL ADVISORS LLC | REIT | 1603 | $262,524 | 2,016 | 0.00 | 2,016 | +Inf | 03-31-2024 | |
QUAKER WEALTH MANAGEMENT LLC | COM | 1604 | $262,470 | 2,016 | 0.00 | 0.00 | 6 | 0.30 | 03-31-2024 |