Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COPPELL ADVISORY SOLUTIONS LLC | ITW | 2451 | $11,006 | 42 | 0.00 | 42 | +Inf | 12-31-2023 | |
BURLESON & COMPANY LLC | COM | 2452 | $8,000 | 42 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
TD CAPITAL MANAGEMENT LLC | COM | 2453 | $10,766 | 41 | 0.00 | 0.00 | 10 | 32.26 | 03-31-2024 |
SILICON VALLEY CAPITAL PARTNERS | Stock | 2454 | $10,006 | 40 | 0.00 | 40 | +Inf | 06-30-2023 |