Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST PACES ADVISORS INC | Stock | 1451 | $36,918 | 104 | 0.00 | 0.00 | -2 | -1.89 | 03-31-2024 |
M&R CAPITAL MANAGEMENT INC | Stock | 1452 | $36,208 | 102 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 101 | +Inf | 12-31-2023 | |
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 1454 | $30,583 | 98 | 0.00 | 98 | +Inf | 12-31-2023 |