Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BROWN BROTHERS HARRIMAN & CO | Common Stock | Liquidated | $0 | 0 | 0.00 | 17 | +Inf | 03-31-2024 | |
KATHLEEN S WRIGHT ASSOCIATES INC | COM | Liquidated | $0 | 0 | 0.00 | 16 | +Inf | 03-31-2024 | |
SONORA INVESTMENT MANAGEMENT LLC | COM | 903 | $3,000 | 16 | 0.00 | 16 | +Inf | 09-30-2021 | |
TURTLE CREEK WEALTH ADVISORS LLC | REIT | 904 | $2,005 | 15 | 0.00 | 15 | +Inf | 12-31-2023 |