Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 1451 | $90,354 | 1,395 | 0.00 | 1,395 | +Inf | 12-31-2023 | |
KEY FINANCIAL INC | COM | 1452 | $84,395 | 1,303 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ANNAPOLIS FINANCIAL SERVICES LLC | COM | 1453 | $99,203 | 1,286 | 0.00 | 0.00 | -300 | -18.92 | 03-31-2024 |
MONTAG A & ASSOCIATES INC | COM | 1454 | $99,203 | 1,286 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |