Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MECHANICS FINANCIAL CORP | COM | 2151 | $133,140 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 2152 | $163,136 | 999 | 0.00 | 0.00 | -31 | -3.01 | 03-31-2024 |
COPPELL ADVISORY SOLUTIONS LLC | PSX | 2153 | $131,561 | 988 | 0.00 | 988 | +Inf | 12-31-2023 | |
CITY STATE BANK | COM | 2154 | $160,000 | 977 | 0.07 | 0.06 | 136 | 16.17 | 03-31-2024 |