Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TYLER-STONE WEALTH MANAGEMENT | COM | 1451 | $171,524 | 75 | 0.00 | 0.08 | 0 | 0.00 | 12-31-2023 |
APEXIUM FINANCIAL LP | COM | 1452 | $218,008 | 75 | 0.00 | 75 | +Inf | 03-31-2024 | |
COMMUNITY BANK & TRUST WACO TEXAS | COM | 1453 | $218,000 | 75 | 0.05 | 75 | +Inf | 03-31-2024 | |
RFG ADVISORY LLC | COM | 1454 | $218,008 | 75 | 0.00 | 75 | +Inf | 03-31-2024 |