Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RICHARDSON CAPITAL MANAGEMENT LLC | COM | 851 | $60,278 | 450 | 0.00 | 450 | +Inf | 03-31-2024 | |
ENDURANCE WEALTH MANAGEMENT INC | Stock | 852 | $47,000 | 440 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2023 |
CULLEN/FROST BANKERS INC | DOMESTIC COMMON STOCK | 853 | $55,589 | 415 | 0.00 | 415 | +Inf | 03-31-2024 | |
MENDOTA FINANCIAL GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -525 | -56.45 | 03-31-2024 |