Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SILICON HILLS WEALTH MANAGEMENT LLC | COM | 1551 | $1,417,848 | 6,833 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
BOSTON FINANCIAL MANGEMENT LLC | COM | 1552 | $1,401,653 | 6,829 | 0.00 | 0.00 | 1,415 | 26.14 | 03-31-2024 |
HILLTOP NATIONAL BANK | COM | 1553 | $1,398,163 | 6,812 | 0.00 | 6,812 | +Inf | 03-31-2024 | |
JUPITER ASSET MANAGEMENT LTD | COM | 1554 | $1,397,547 | 6,809 | 0.00 | 6,809 | +Inf | 03-31-2024 |