Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | COM | 801 | $29,762 | 1,076 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEST PACES ADVISORS INC | Stock | 802 | $29,652 | 1,072 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GRADIENT INVESTMENTS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CEDAR WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |