Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRANSCENDENT CAPITAL GROUP LLC | COM | 2551 | $659,704 | 591 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TEN CAPITAL WEALTH ADVISORS LLC | Stock | 2552 | $511,000 | 590 | 0.15 | 0.02 | 475 | 413.04 | 06-30-2023 |
PACES FERRY WEALTH ADVISORS LLC | COM | 2553 | $780,506 | 589 | 0.00 | 0.00 | -8 | -1.34 | 03-31-2024 |
LEGACY CAPITAL WEALTH PARTNERS LLC | COM | 2554 | $657,153 | 589 | 0.00 | 589 | +Inf | 12-31-2023 |