Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FI3 FINANCIAL ADVISORS LLC | COM | 3351 | $252,958 | 424 | 0.00 | 0.00 | -111 | -20.75 | 12-31-2023 |
ATLAS CAPITAL ADVISORS LLC | Equity | 3352 | $251,765 | 422 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WEST PACES ADVISORS INC | Stock | 3353 | $211,932 | 420 | 0.00 | 0.00 | -47 | -10.06 | 03-31-2024 |
BAY RIVERS GROUP | COM | 3354 | $211,932 | 420 | 0.00 | 420 | +Inf | 03-31-2024 |