Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PACES FERRY WEALTH ADVISORS LLC | COM | 1151 | $479,694 | 1,842 | 0.00 | 0.00 | -52 | -2.75 | 03-31-2024 |
TRUST POINT INC | COMMON STOCK | 1152 | $473,964 | 1,820 | 0.00 | 0.00 | 823 | 82.55 | 03-31-2024 |
CWA ASSET MANAGEMENT GROUP LLC | COM | 1153 | $441,186 | 1,812 | 0.00 | 0.00 | 216 | 13.53 | 12-31-2023 |
LEBENTHAL GLOBAL ADVISORS LLC | COM | 1154 | $439,968 | 1,807 | 0.00 | 1,807 | +Inf | 12-31-2023 |