Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HEXAGON CAPITAL PARTNERS LLC | Stock | 301 | $31,068 | 1,068 | 0.00 | 0.00 | 89 | 9.09 | 03-31-2024 |
WEST PACES ADVISORS INC | Stock | 302 | $29,090 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GENEOS WEALTH MANAGEMENT INC | COM | 303 | $25,000 | 942 | 0.00 | 942 | +Inf | 03-31-2018 | |
TOWER RESEARCH CAPITAL LLC (TRC) | COM | 304 | $24,000 | 825 | 0.00 | 0.00 | -5,823 | -87.59 | 03-31-2024 |