Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAVACA CAPITAL LLC | COM NEW | 2101 | $215,509 | 540 | 0.00 | 540 | +Inf | 03-31-2024 | |
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 2102 | $213,114 | 534 | 0.00 | 0.00 | 29 | 5.74 | 03-31-2024 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | COM NEW | 2103 | $212,715 | 533 | 0.00 | 533 | +Inf | 03-31-2024 | |
EXENCIAL WEALTH ADVISORS LLC | COM NEW | 2104 | $212,715 | 533 | 0.00 | 533 | +Inf | 03-31-2024 |