Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COSTON MCISAAC & PARTNERS | COMMON STOCK | 1101 | $41,000 | 88 | 0.01 | 0.01 | -5 | -5.38 | 03-31-2024 |
FORTITUDE FAMILY OFFICE LLC | Stock | 1102 | $40,040 | 84 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 1103 | $36,991 | 82 | 0.00 | 82 | +Inf | 12-31-2023 | |
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 1104 | $37,180 | 78 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |