Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 2751 | $242,637 | 1,646 | 0.00 | 1,646 | +Inf | 12-31-2023 | |
MOSAIC FAMILY WEALTH LLC | Stock | 2752 | $236,000 | 1,643 | 0.06 | 1,643 | +Inf | 12-31-2021 | |
ONE WEALTH ADVISORS LLC | COM | 2753 | $295,462 | 1,637 | 0.00 | 0.00 | 97 | 6.30 | 03-31-2024 |
ABEL HALL LLC | COM | 2754 | $294,560 | 1,632 | 0.00 | 0.00 | 16 | 0.99 | 03-31-2024 |