Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BILL FEW ASSOCIATES INC | COM | 1451 | $868,908 | 2,428 | 0.00 | 0.00 | -300 | -11.00 | 03-31-2024 |
HOMRICH & BERG | COM | 1452 | $640,000 | 2,425 | 0.01 | 0.02 | -89 | -3.54 | 09-30-2021 |
CLEAR CREEK FINANCIAL MANAGEMENT LLC | COM | 1453 | $862,688 | 2,411 | 0.00 | 2,411 | +Inf | 03-31-2024 | |
PRINCIPLE WEALTH PARTNERS LLC | COM | 1454 | $856,029 | 2,392 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |