Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SILVERLAKE WEALTH MANAGEMENT LLC | COM | 1451 | $254,135 | 3,429 | 0.00 | 0.00 | -1,247 | -26.67 | 03-31-2024 |
WESTHAMPTON CAPITAL LLC | COM | 1452 | $225,834 | 3,415 | 0.00 | 3,415 | +Inf | 12-31-2023 | |
W ADVISORS LLC | COM | 1453 | $252,122 | 3,402 | 0.00 | 0.00 | 43 | 1.28 | 03-31-2024 |
BOKF NA | COM | 1454 | $249,956 | 3,392 | 0.00 | 0.00 | -500 | -12.85 | 03-31-2024 |