Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PATTON ALBERTSON MILLER GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,926 | -68.66 | 12-31-2023 |
KPP ADVISORY SERVICES LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 2,246 | +Inf | 03-31-2024 | |
ICON WEALTH PARTNERS LLC | Stock | 2503 | $235,867 | 2,244 | 0.00 | 0.03 | -9 | -0.40 | 03-31-2023 |
ICON WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.03 | 2,244 | +Inf | 12-31-2023 |