Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JEPPSON WEALTH MANAGEMENT LLC | Stock | 2751 | $212,014 | 1,217 | 0.00 | 1,217 | +Inf | 03-31-2024 | |
TRUST CO OF OKLAHOMA | COMMON STOCK | 2752 | $212,014 | 1,217 | 0.00 | 0.00 | -2,436 | -66.68 | 03-31-2024 |
TRAVEKA WEALTH LLC | COM | 2753 | $211,665 | 1,215 | 0.00 | 1,215 | +Inf | 03-31-2024 | |
KOLINSKY WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.25 | -71 | -5.52 | 03-31-2024 |