Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PATTON ALBERTSON MILLER GROUP LLC | COM | 1601 | $3,891,489 | 21,370 | 0.00 | 0.00 | -750 | -3.39 | 03-31-2024 |
ORG PARTNERS LLC | ABBV | Liquidated | $0 | 0 | 0.00 | 21,299 | +Inf | 03-31-2024 | |
CORNERSTONE ADVISORY LLC | COM | 1603 | $3,846,770 | 21,124 | 0.00 | 0.00 | 16 | 0.08 | 03-31-2024 |
AMERITAS INVESTMENT COMPANY LLC | COM | 1604 | $2,278,000 | 21,120 | 0.11 | 0.11 | 12,769 | 152.90 | 09-30-2021 |