Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEARSTEAD TRUST LLC | COM | 2001 | $42,679 | 348 | 0.00 | 0.00 | 3 | 0.87 | 03-31-2024 |
CATALYST CAPITAL ADVISORS LLC | COM | 2002 | $42,243 | 344 | 0.00 | 0.00 | 5 | 1.47 | 03-31-2024 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 2003 | $40,736 | 342 | 0.00 | 342 | +Inf | 12-31-2023 | |
JFS WEALTH ADVISORS LLC | COM | 2004 | $41,507 | 338 | 0.00 | 0.00 | -11 | -3.15 | 03-31-2024 |