Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TIDEMARK LLC | Common Stock | 701 | $3,515 | 25 | 0.00 | 25 | +Inf | 03-31-2024 | |
NORTHWEST INVESTMENT COUNSELORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CAPITAL ADVISORS LTD LLC | COM | 703 | $3,000 | 24 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 704 | $2,687 | 22 | 0.00 | 22 | +Inf | 12-31-2023 |