Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASSET DEDICATION LLC | Equities | 1401 | $8,000 | 123 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEST PACES ADVISORS INC | Stock | Liquidated | $0 | 0 | 0.00 | 122 | +Inf | 03-31-2024 | |
ALPHA PARADIGM PARTNERS LLC | COM | 1403 | $12,000 | 122 | 0.00 | 122 | +Inf | 12-31-2022 | |
MONTAG A & ASSOCIATES INC | COM | 1404 | $7,233 | 122 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |