Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | 901 | $14,971 | 524 | 0.00 | 0.00 | 327 | 165.99 | 12-31-2023 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 902 | $14,828 | 519 | 0.00 | 519 | +Inf | 12-31-2023 | |
MOTCO | Com | 903 | $14,285 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MONTAG A & ASSOCIATES INC | COM | 904 | $14,285 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |