Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RETIREMENT PLANNING GROUP LLC | COM | 801 | $256,855 | 1,398 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CORNERCAP INVESTMENT COUNSEL INC | COM | 802 | $254,834 | 1,387 | 0.00 | 0.00 | -15 | -1.07 | 03-31-2024 |
PERSONAL CFO SOLUTIONS LLC | COM | 803 | $245,760 | 1,376 | 0.00 | 1,376 | +Inf | 12-31-2023 | |
MYSTIC ASSET MANAGEMENT INC | COM | 804 | $252,629 | 1,375 | 0.00 | 0.00 | 95 | 7.42 | 03-31-2024 |