Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 801 | $7,856 | 74 | 0.00 | 74 | +Inf | 12-31-2023 | |
HUNTINGTON NATIONAL BANK | COMMON STOCK | 802 | $8,665 | 73 | 0.00 | 0.00 | 11 | 17.74 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 19 | 35.85 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 70 | 7000.00 | 09-30-2023 |