Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUME CAPITAL MANAGEMENT INC | COM | 2351 | $106,782 | 350 | 0.00 | 0.03 | -61 | -14.84 | 06-30-2023 |
WEST PACES ADVISORS INC | Stock | 2352 | $124,539 | 348 | 0.00 | 0.00 | 42 | 13.73 | 03-31-2024 |
MCCLARREN FINANCIAL ADVISORS INC | COM | 2353 | $97,000 | 343 | 0.09 | 0.08 | 1 | 0.29 | 03-31-2023 |
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 2354 | $119,886 | 335 | 0.00 | 0.00 | 326 | 3622.22 | 03-31-2024 |