Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SCARBOROUGH ADVISORS LLC | COM | 1351 | $197,023 | 3,846 | 0.00 | 3,846 | +Inf | 12-31-2023 | |
STRONGBOX WEALTH LLC | COM | 1352 | $4,276,354 | 3,831 | 0.00 | 0.00 | 430 | 12.64 | 12-31-2023 |
ALLEN INVESTMENT MANAGEMENT LLC | COM | 1353 | $4,270,773 | 3,826 | 0.00 | 0.00 | -131 | -3.31 | 12-31-2023 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 1354 | $4,256,261 | 3,813 | 0.00 | 3,813 | +Inf | 12-31-2023 |