Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 801 | $4,000 | 32 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEST PACES ADVISORS INC | Stock | 802 | $3,534 | 27 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST COMMUNITY TRUST NA | COM | 803 | $2,588 | 25 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CLEARSTEAD ADVISORS LLC | COM | 804 | $3,027 | 25 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |