Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PATTON ALBERTSON MILLER GROUP LLC | COM | 1501 | $445,944 | 860 | 0.00 | 0.00 | -25 | -2.82 | 03-31-2024 |
FIRST COUNTY BANK /CT/ | Equities | 1502 | $381,201 | 858 | 0.00 | 858 | +Inf | 06-30-2023 | |
ARISTA WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KOLINSKY WEALTH MANAGEMENT LLC | COM | 1504 | $377,166 | 857 | 0.00 | 0.38 | 70 | 8.89 | 06-30-2023 |