Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EAGLE BAY ADVISORS LLC | Equities | 2051 | $81,670 | 957 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 2052 | $81,073 | 950 | 0.00 | 950 | +Inf | 12-31-2023 | |
CRIBSTONE CAPITAL MANAGEMENT LLC | CS | 2053 | $50,000 | 900 | 0.03 | 0.07 | -420 | -31.82 | 06-30-2022 |
CVA FAMILY OFFICE LLC | COM | 2054 | $74,502 | 873 | 0.00 | 873 | +Inf | 12-31-2023 |