Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRUCE G ALLEN INVESTMENTS LLC | Stock | 1001 | $8,716 | 21 | 0.00 | 21 | +Inf | 03-31-2024 | |
CVA FAMILY OFFICE LLC | COM | 1002 | $6,579 | 20 | 0.00 | 20 | +Inf | 12-31-2023 | |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 1003 | $6,250 | 19 | 0.00 | 19 | +Inf | 12-31-2023 | |
NORTHWEST CAPITAL MANAGEMENT INC | COM | 1004 | $7,886 | 19 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |