Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONTAG A & ASSOCIATES INC | COM | 1501 | $21,156 | 160 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VALLEY NATIONAL ADVISERS INC | COM | 1502 | $20,000 | 153 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CSAT INVESTMENT ADVISORY LP | COM | 1503 | $24,000 | 152 | 0.02 | 152 | +Inf | 03-31-2021 | |
JFS WEALTH ADVISORS LLC | COM | 1504 | $19,929 | 151 | 0.00 | 0.00 | 6 | 4.14 | 03-31-2024 |