Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 2301 | $196,611 | 2,427 | 0.00 | 2,427 | +Inf | 12-31-2023 | |
NORWOOD FINANCIAL CORP | COMMON STOCK | 2302 | $176,889 | 2,415 | 0.00 | 0.00 | 1,690 | 233.10 | 03-31-2024 |
BDO WEALTH ADVISORS LLC | COM | 2303 | $185,921 | 2,412 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
RESURGENT FINANCIAL ADVISORS LLC | COM | 2304 | $194,991 | 2,407 | 0.00 | 0.00 | 263 | 12.27 | 12-31-2023 |