Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST PACES ADVISORS INC | Stock | 2151 | $41,851 | 355 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ISLAY CAPITAL MANAGEMENT LLC | COM | 2152 | $29,869 | 350 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 2153 | $29,016 | 340 | 0.00 | 340 | +Inf | 12-31-2023 | |
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 340 | +Inf | 12-31-2023 |