Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PATTON ALBERTSON MILLER GROUP LLC | COM | 2401 | $1,444,029 | 2,919 | 0.00 | 0.00 | -122 | -4.01 | 03-31-2024 |
SAND HILL GLOBAL ADVISORS LLC | COM | 2402 | $1,471,487 | 2,919 | 0.00 | 0.00 | 34 | 1.18 | 09-30-2023 |
MONUMENT CAPITAL MANAGEMENT | COM | 2403 | $1,533,433 | 2,913 | 0.00 | 0.00 | 230 | 8.57 | 12-31-2023 |
EDGE CAPITAL GROUP LLC | Stock | 2404 | $1,530,071 | 2,906 | 0.00 | 0.00 | 29 | 1.01 | 12-31-2023 |