Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KINGS POINT CAPITAL MANAGEMENT | COM | 601 | $31,000 | 898 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
COVINGTON CAPITAL MANAGEMENT | COM | 602 | $13,000 | 500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | REIT | 603 | $12,000 | 419 | 0.00 | 419 | +Inf | 03-31-2022 |