Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOODY LYNN & LIEBERSON LLC | COM | 1151 | $439,743 | 15,070 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEWPORT WEALTH STRATEGIES INC | COM | 1152 | $326,000 | 15,053 | 0.20 | 0.21 | 0 | 0.00 | 09-30-2021 |
ICA GROUP WEALTH MANAGEMENT LLC | Oil & Gas, Real Estate and REIT | 1153 | $439,013 | 15,045 | 0.00 | 15,045 | +Inf | 03-31-2024 | |
INGALLS & SNYDER LLC | COM | 1154 | $437,000 | 14,973 | 0.02 | 0.02 | 176 | 1.19 | 03-31-2024 |