Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVESTORS RESEARCH CORP | COM | 401 | $58,860 | 750 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NBC SECURITIES INC | Stock | 402 | $68,000 | 723 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
COPPELL ADVISORY SOLUTIONS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 447 | 171.92 | 12-31-2023 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 404 | $53,209 | 678 | 0.00 | 678 | +Inf | 12-31-2023 |