Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HHM WEALTH ADVISORS LLC | COM | 1301 | $20,538 | 125 | 0.00 | 0.00 | -210 | -62.69 | 12-31-2023 |
WEST PACES ADVISORS INC | Stock | 1302 | $20,225 | 121 | 0.00 | 0.00 | -3 | -2.42 | 03-31-2024 |
SALEM INVESTMENT COUNSELORS INC | COM | 1303 | $20,226 | 121 | 0.00 | 0.00 | 30 | 32.97 | 03-31-2024 |
GRADIENT INVESTMENTS LLC | COM | 1304 | $19,857 | 119 | 0.00 | 0.00 | -167 | -58.39 | 03-31-2024 |