Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FALCON WEALTH PLANNING | COM | 3001 | $360,309 | 8,157 | 0.00 | 0.00 | 892 | 12.28 | 03-31-2024 |
GRANT/GROSSMENDELSOHN LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -204 | -2.44 | 03-31-2024 |
KINGS POINT CAPITAL MANAGEMENT | COM | 3003 | $419,000 | 8,141 | 0.03 | 0.96 | -195,186 | -96.00 | 12-31-2021 |
CONNOLLY SARAH T | Com | Liquidated | $0 | 0 | 0.00 | 0.00 | -31,427 | -79.48 | 12-31-2023 |