Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 1601 | $36,591 | 16 | 0.00 | 16 | +Inf | 12-31-2023 | |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 1602 | $46,509 | 16 | 0.00 | 0.01 | 7 | 77.78 | 03-31-2024 |
COUNTRY TRUST BANK | COMMON STOCK | 1603 | $36,591 | 16 | 0.00 | 0.00 | 1 | 6.67 | 12-31-2023 |
CAITLIN JOHN LLC | COM | 1604 | $36,591 | 16 | 0.00 | 16 | +Inf | 12-31-2023 |