Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LUMATURE WEALTH PARTNERS LLC | COM | 1401 | $3,770 | 46 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
WEST PACES ADVISORS INC | Stock | 1402 | $3,691 | 45 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RALEIGH CAPITAL MANAGEMENT INC | COM | 1403 | $3,691 | 45 | 0.00 | 0.00 | 25 | 125.00 | 03-31-2024 |
SJS INVESTMENT CONSULTING INC | COM | 1404 | $3,610 | 44 | 0.00 | 0.00 | -3 | -6.38 | 03-31-2024 |