Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAFEGUARD FINANCIAL LLC | Stock | Liquidated | $0 | 0 | 0.00 | 40 | +Inf | 12-31-2023 | |
HORIZON FINANCIAL SERVICES LLC | Stock | 2052 | $5,810 | 40 | 0.00 | 40 | +Inf | 03-31-2024 | |
AMERICAN NATIONAL BANK | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | -431 | -91.51 | 03-31-2024 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 2054 | $5,339 | 38 | 0.00 | 38 | +Inf | 12-31-2023 |