Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL RIVER WEALTH MANAGEMENT LLC | COM | 751 | $228,412 | 6,541 | 0.00 | 6,541 | +Inf | 12-31-2023 | |
PHILIP JAMES WEALTH MANGEMENT LLC | COM | 752 | $265,431 | 6,539 | 0.00 | 6,539 | +Inf | 03-31-2024 | |
TRUST CO OF OKLAHOMA | COMMON STOCK | 753 | $264,647 | 6,520 | 0.00 | 6,520 | +Inf | 03-31-2024 | |
ATOMI FINANCIAL GROUP INC | COM | 754 | $255,514 | 6,295 | 0.00 | 6,295 | +Inf | 03-31-2024 |