Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENDURANCE WEALTH MANAGEMENT INC | Stock | 1051 | $134,000 | 1,889 | 0.02 | 0.02 | 0 | 0.00 | 06-30-2023 |
YHB INVESTMENT ADVISORS INC | Stock | 1052 | $110,993 | 1,857 | 0.00 | 1,857 | +Inf | 03-31-2024 | |
OAKWORTH CAPITAL INC | COMMON STOCK | 1053 | $128,720 | 1,815 | 0.00 | 0.00 | 49 | 2.77 | 06-30-2023 |
CENTER FOR FINANCIAL PLANNING INC | COM | 1054 | $107,766 | 1,803 | 0.00 | 0.00 | -230 | -11.31 | 03-31-2024 |