Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CWM LLC | COM | 301 | $24,000 | 187 | 0.00 | 0.00 | -46 | -19.74 | 03-31-2024 |
SYSTM WEALTH SOLUTIONS LLC | COM | 302 | $22,565 | 175 | 0.00 | 0.00 | 16 | 10.06 | 03-31-2024 |
WEST PACES ADVISORS INC | Stock | 303 | $19,341 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 304 | $18,567 | 144 | 0.00 | 144 | +Inf | 03-31-2024 |