Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FSM WEALTH ADVISORS LLC | COM | 2801 | $639,993 | 11,905 | 0.00 | 0.00 | -3,027 | -20.27 | 09-30-2023 |
CIRCLE WEALTH MANAGEMENT LLC | COM | 2802 | $614,407 | 11,875 | 0.00 | 0.00 | 19 | 0.16 | 06-30-2023 |
SILICON HILLS WEALTH MANAGEMENT LLC | COM | 2803 | $614,206 | 11,871 | 0.00 | 0.00 | 25 | 0.21 | 06-30-2023 |
GREENWOOD GEARHART INC | Stock | 2804 | $597,601 | 11,829 | 0.00 | 0.00 | -4,271 | -26.53 | 12-31-2023 |