Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORTE CAPITAL LLC /ADV | COM | 1701 | $1,761,677 | 2,121 | 0.00 | 2,121 | +Inf | 09-30-2023 | |
CULLINAN ASSOCIATES INC | COM | 1702 | $2,809,869 | 2,120 | 0.00 | 0.00 | 89 | 4.38 | 03-31-2024 |
AMJ FINANCIAL WEALTH MANAGEMENT | Stock | 1703 | $2,365,334 | 2,119 | 0.00 | 2,119 | +Inf | 12-31-2023 | |
PROVIDENCE WEALTH ADVISORS LLC | COM | 1704 | $1,742,689 | 2,109 | 0.00 | 0.00 | 20 | 0.96 | 09-30-2023 |