Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 801 | $9,286 | 315 | 0.00 | 315 | +Inf | 12-31-2023 | |
OAKWORTH CAPITAL INC | COMMON STOCK | 802 | $8,081 | 303 | 0.00 | 303 | +Inf | 06-30-2023 | |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 803 | $7,290 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEMES RUSH GROUP LLC | CL A | 804 | $7,193 | 296 | 0.00 | 0.00 | -603 | -67.07 | 03-31-2024 |