Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST PACES ADVISORS INC | Stock | 751 | $2,911 | 152 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BESSEMER GROUP INC | SC | 752 | $5,000 | 142 | 0.00 | 0.00 | -882 | -86.13 | 03-31-2023 |
M&R CAPITAL MANAGEMENT INC | Stock | 753 | $2,707 | 141 | 0.00 | 0.00 | -199 | -58.53 | 03-31-2024 |
LAUREL WEALTH ADVISORS LLC | COM | 754 | $3,272 | 125 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |