Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST PACES ADVISORS INC | Stock | 3301 | $173,573 | 4,004 | 0.00 | 0.00 | 189 | 4.95 | 03-31-2024 |
PINNACLE ADVISORY GROUP INC | CL A | 3302 | $215,000 | 3,973 | 0.01 | 3,973 | +Inf | 03-31-2021 | |
GW&K INVESTMENT MANAGEMENT LLC | COMMON | 3303 | $173,000 | 3,954 | 0.00 | 0.00 | 50 | 1.28 | 12-31-2023 |
TREYBOURNE WEALTH PLANNERS INC | CL A | 3304 | $225,000 | 3,942 | 0.14 | 0.15 | 0 | 0.00 | 06-30-2021 |