Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 2801 | $495,465 | 9,860 | 0.00 | 9,860 | +Inf | 12-31-2023 | |
SOA WEALTH ADVISORS LLC | Stock | 2802 | $434,220 | 9,831 | 0.00 | 0.00 | 395 | 4.19 | 03-31-2024 |
BNC WEALTH MANAGEMENT LLC | COM | 2803 | $433,821 | 9,822 | 0.00 | 0.00 | -14 | -0.14 | 03-31-2024 |
FOSTER DYKEMA CABOT & CO INC/MA | Common Stock | 2804 | $349,000 | 9,812 | 0.04 | 0.04 | 0 | 0.00 | 09-30-2023 |