Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIDELIS CAPITAL PARTNERS LLC | COM | 1251 | $726,299 | 1,785 | 0.00 | 0.00 | 389 | 27.87 | 12-31-2023 |
OXLER PRIVATE WEALTH LLC | COM | 1252 | $745,730 | 1,784 | 0.00 | 0.00 | -12 | -0.67 | 03-31-2024 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | COMMON STOCKS | 1253 | $725,078 | 1,782 | 0.00 | 0.00 | -25 | -1.38 | 12-31-2023 |
PORTSIDE WEALTH GROUP LLC | COM | 1254 | $744,894 | 1,782 | 0.00 | 0.00 | 126 | 7.61 | 03-31-2024 |