Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERGREEN WEALTH SOLUTIONS LLC | COM | 3551 | $263,389 | 1,060 | 0.00 | 0.00 | 2 | 0.19 | 12-31-2023 |
ATOM INVESTORS LP | COM | Liquidated | $0 | 0 | 0.00 | 1,060 | +Inf | 03-31-2024 | |
WAYFINDING FINANCIAL LLC | Stock | Liquidated | $0 | 0 | 0.20 | 0.20 | -16 | -1.49 | 03-31-2024 |
UNITED COMMUNITY BANK | COMMON STOCK | 3554 | $185,812 | 1,057 | 0.00 | 0.00 | -27 | -2.49 | 03-31-2024 |