Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 1051 | $4,557 | 54 | 0.00 | 54 | +Inf | 12-31-2023 | |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 1052 | $4,574 | 51 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEST TOWER GROUP LLC | COM | 1053 | $4,135 | 49 | 0.00 | 0.00 | -379 | -88.55 | 12-31-2023 |
GENEOS WEALTH MANAGEMENT INC | COM | 1054 | $3,824 | 43 | 0.00 | 0.00 | 10 | 30.30 | 03-31-2024 |