Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRUCE G ALLEN INVESTMENTS LLC | Stock | 3651 | $626,185 | 5,387 | 0.00 | 5,387 | +Inf | 03-31-2024 | |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | COMMON STOCKS | 3652 | $538,192 | 5,383 | 0.00 | 0.00 | -500 | -8.50 | 12-31-2023 |
PLAN GROUP FINANCIAL LLC | COM | 3653 | $625,399 | 5,380 | 0.00 | 0.00 | 1,860 | 52.84 | 03-31-2024 |
BERNARDO WEALTH PLANNING LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -733 | -11.99 | 12-31-2023 |