Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 1451 | $25,189 | 437 | 0.00 | 437 | +Inf | 12-31-2023 | |
KISTLER-TIFFANY COMPANIES LLC | SHS | 1452 | $26,256 | 436 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
ST GERMAIN D J CO INC | Stock | 1453 | $27,957 | 428 | 0.00 | 428 | +Inf | 03-31-2024 | |
BDO WEALTH ADVISORS LLC | SHS | 1454 | $29,096 | 427 | 0.00 | 0.00 | 253 | 145.40 | 06-30-2023 |