Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CULTIVAR CAPITAL INC | COM | 1101 | $29,391 | 300 | 0.00 | 300 | +Inf | 06-30-2024 | |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 1102 | $26,048 | 290 | 0.00 | 290 | +Inf | 12-31-2023 | |
CAPITAL ADVISORS LTD LLC | COM | 1103 | $27,000 | 280 | 0.00 | 0.00 | 1 | 0.36 | 06-30-2024 |
WHITTIER TRUST CO OF NEVADA INC | US MID-CAP EQUITIES | 1104 | $27,760 | 277 | 0.00 | 0.00 | 50 | 22.03 | 03-31-2024 |