Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EAGLE BAY ADVISORS LLC | Stock | 2901 | $171,563 | 2,960 | 0.00 | 2,960 | +Inf | 03-31-2024 | |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 2902 | $171,213 | 2,954 | 0.00 | 0.05 | -98 | -3.21 | 03-31-2024 |
WEST PACES ADVISORS INC | Stock | 2903 | $168,837 | 2,913 | 0.00 | 0.00 | -400 | -12.07 | 03-31-2024 |
FOURTHOUGHT FINANCIAL LLC | Stock | 2904 | $117,000 | 2,912 | 0.02 | 2,912 | +Inf | 09-30-2022 |