Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNION SAVINGS BANK | COMMON STOCK | 1651 | $49,307 | 420 | 0.00 | 0.00 | 108 | 34.62 | 03-31-2024 |
COPPELL ADVISORY SOLUTIONS LLC | PRU | 1652 | $43,475 | 419 | 0.00 | 419 | +Inf | 12-31-2023 | |
FINANCIAL SYNERGIES WEALTH ADVISORS INC | COM | Liquidated | $48,848 | 416 | 0.00 | 0.00 | 416 | +Inf | 03-31-2024 |
RITTER DANIHER FINANCIAL ADVISORY LLC / DE | COM | 1654 | $48,369 | 412 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |