Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARK PLACE CAPITAL CORP | Stock | 1401 | $43,172 | 323 | 0.00 | 0.00 | -300 | -48.15 | 03-31-2024 |
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 320 | +Inf | 03-31-2024 | |
WEST PACES ADVISORS INC | Stock | 1403 | $41,301 | 309 | 0.00 | 0.00 | 109 | 54.50 | 03-31-2024 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 1404 | $55,000 | 292 | 0.01 | 0.01 | 34 | 13.18 | 06-30-2021 |