Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LOWE WEALTH ADVISORS LLC | COM | 1951 | $46,496 | 511 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
PIN OAK INVESTMENT ADVISORS INC | COM | 1952 | $41,000 | 508 | 0.04 | 0.06 | 0 | 0.00 | 12-31-2023 |
ATLAS CAPITAL ADVISORS LLC | Equity | 1953 | $41,097 | 506 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
COPPELL ADVISORY SOLUTIONS LLC | AEP | 1954 | $41,016 | 505 | 0.00 | 505 | +Inf | 12-31-2023 |