Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATOMI FINANCIAL GROUP INC | CL A | 1351 | $479,508 | 1,900 | 0.00 | 0.00 | 283 | 17.50 | 03-31-2024 |
FIRST PERSONAL FINANCIAL SERVICES | CL A | 1352 | $428,469 | 1,900 | 0.00 | 0.00 | 6 | 0.32 | 12-31-2023 |
HERITAGE WEALTH ADVISORS | CL A | 1353 | $477,118 | 1,891 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
UNITED COMMUNITY BANK | COMMON STOCK | 1354 | $474,849 | 1,882 | 0.00 | 0.00 | 24 | 1.29 | 03-31-2024 |