Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST TOWER GROUP LLC | COM | 1401 | $4,110 | 15 | 0.00 | 0.00 | -306 | -95.33 | 12-31-2023 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 1402 | $3,836 | 14 | 0.00 | 14 | +Inf | 12-31-2023 | |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 1403 | $4,591 | 14 | 0.00 | 14 | +Inf | 03-31-2024 | |
CITY STATE BANK | COM | 1404 | $5,000 | 14 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |