Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PALOMA PARTNERS MANAGEMENT CO | COM | 2351 | $22,023 | 89 | 0.00 | 89 | +Inf | 03-31-2024 | |
JANICZEK WEALTH MANAGEMENT LLC | COM | 2352 | $21,529 | 87 | 0.00 | 0.00 | -319 | -78.57 | 03-31-2024 |
WEST PACES ADVISORS INC | Stock | 2353 | $21,033 | 85 | 0.00 | 0.00 | -20 | -19.05 | 03-31-2024 |
GOODWIN INVESTMENT ADVISORY | COM | 2354 | $21,033 | 85 | 0.00 | 85 | +Inf | 03-31-2024 |