Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOWMAN & CO SC | COM | 2001 | $2,583,127 | 19,577 | 0.00 | 0.00 | -560 | -2.78 | 03-31-2024 |
WEST PACES ADVISORS INC | Stock | 2002 | $2,580,546 | 19,557 | 0.00 | 0.00 | -754 | -3.71 | 03-31-2024 |
KATHMERE CAPITAL MANAGEMENT LLC | COM | 2003 | $2,578,963 | 19,545 | 0.00 | 0.00 | 273 | 1.42 | 03-31-2024 |
ROOSEVELT INVESTMENT GROUP LLC | COM | 2004 | $1,781,000 | 19,537 | 0.13 | 0.10 | 0 | 0.00 | 06-30-2022 |