Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OAK HARVEST INVESTMENT SERVICES | COM | 1451 | $1,247,779 | 4,787 | 0.00 | 0.00 | 1,442 | 43.11 | 12-31-2023 |
ALTIUM WEALTH MANAGEMENT LLC | COM | 1452 | $654,000 | 4,780 | 0.05 | 0.08 | -1,654 | -25.71 | 06-30-2022 |
JEPPSON WEALTH MANAGEMENT LLC | Stock | 1453 | $1,239,070 | 4,754 | 0.00 | 0.00 | -38 | -0.79 | 12-31-2023 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 1454 | $1,236,310 | 4,743 | 0.00 | 4,743 | +Inf | 12-31-2023 |