Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNITED COMMUNITY BANK | COMMON STOCK | 2151 | $283,010 | 4,043 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PATHWAY FINANCIAL ADVISORS LLC | CL A | 2152 | $282,940 | 4,042 | 0.00 | 0.00 | -83 | -2.01 | 03-31-2024 |
ROBINSON SMITH WEALTH ADVISORS LLC | CL A | 2153 | $282,730 | 4,039 | 0.00 | 4,039 | +Inf | 03-31-2024 | |
LEGACY PRIVATE TRUST CO | CL A | 2154 | $281,540 | 4,022 | 0.00 | 0.00 | 6 | 0.15 | 03-31-2024 |