Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEY FINANCIAL INC | COM NEW | 801 | $9,090 | 2,020 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BESSEMER GROUP INC | SC | 802 | $23,000 | 2,000 | 0.00 | 2,000 | +Inf | 03-31-2023 | |
OAKWORTH CAPITAL INC | COMMON STOCK | 803 | $20,780 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
FINANCIAL SYNERGIES WEALTH ADVISORS INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 2,000 | +Inf | 06-30-2022 |