Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LRI INVESTMENTS LLC | Stock | 651 | $9,844 | 118 | 0.00 | 118 | +Inf | 03-31-2024 | |
CONCORD WEALTH PARTNERS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OAKWORTH CAPITAL INC | COMMON STOCK | 653 | $5,948 | 105 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
NORTH STAR INVESTMENT MANAGEMENT CORP | COM | 654 | $8,932 | 104 | 0.00 | 104 | +Inf | 03-31-2024 |