Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGACY TRUST | COM | 1901 | $3,108,311 | 8,103 | 0.00 | 0.00 | -281 | -3.35 | 03-31-2024 |
ATLAS PRIVATE WEALTH ADVISORS | COM | 1902 | $2,805,614 | 8,094 | 0.00 | 0.00 | 1,306 | 19.24 | 12-31-2023 |
ADVISORY RESEARCH INC | COM | 1903 | $2,803,243 | 8,089 | 0.00 | 0.00 | -2,227 | -21.59 | 12-31-2023 |
PELOTON WEALTH STRATEGISTS | Stock | 1904 | $2,803,000 | 8,087 | 0.77 | 1.13 | -15 | -0.19 | 12-31-2023 |