Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OKABENA INVESTMENT SERVICES INC | COM | 451 | $2,126,186 | 14,709 | 0.00 | 14,709 | +Inf | 09-30-2023 | |
44 WEALTH MANAGEMENT LLC | COM | 452 | $1,689,995 | 14,702 | 0.00 | 0.00 | 3 | 0.02 | 06-30-2023 |
PROFESSIONAL FINANCIAL ADVISORS LLC | COM | 453 | $1,348,622 | 14,586 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 454 | $1,536,589 | 14,424 | 0.00 | 0.00 | 388 | 2.76 | 03-31-2024 |