Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 1101 | $23,071 | 228 | 0.00 | 228 | +Inf | 12-31-2023 | |
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 1102 | $24,000 | 223 | 0.00 | 0.00 | -17 | -7.08 | 03-31-2024 |
JAMISON PRIVATE WEALTH MANAGEMENT INC | COM | 1103 | $23,610 | 223 | 0.00 | 0.00 | 11 | 5.19 | 03-31-2024 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 1104 | $22,000 | 222 | 0.01 | 0.00 | 17 | 8.29 | 06-30-2021 |