Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOMPKINS FINANCIAL CORP | COM | 651 | $20,973 | 162 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TSFG LLC | Common Stock | 652 | $21,000 | 160 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 653 | $13,982 | 145 | 0.00 | 145 | +Inf | 12-31-2023 | |
LINDBROOK CAPITAL LLC | Stock | 654 | $17,995 | 139 | 0.00 | 0.00 | 97 | 230.95 | 03-31-2024 |