Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEXT FINANCIAL GROUP INC | COM | 1151 | $8,000 | 13 | 0.00 | 0.00 | 4 | 44.44 | 06-30-2021 |
WEST PACES ADVISORS INC | Stock | Liquidated | $0 | 0 | 0.00 | 11 | +Inf | 03-31-2024 | |
GLOBAL WEALTH STRATEGIES & ASSOCIATES | Stock | 1153 | $13,548 | 11 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BELL INVESTMENT ADVISORS INC | COM | 1154 | $11,128 | 11 | 0.00 | 0.00 | -2 | -15.38 | 12-31-2023 |