Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TWIN LAKES CAPITAL MANAGEMENT LLC | COM | 2601 | $167,304 | 517 | 0.00 | 0.11 | 17 | 3.40 | 09-30-2023 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 2602 | $199,057 | 516 | 0.00 | 516 | +Inf | 12-31-2023 | |
DELAP WEALTH ADVISORY LLC | COM | 2603 | $215,528 | 516 | 0.00 | 516 | +Inf | 03-31-2024 | |
BATH SAVINGS TRUST CO | Common Stock | 2604 | $215,110 | 515 | 0.00 | 515 | +Inf | 03-31-2024 |