Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HF ADVISORY GROUP LLC | COM | 1601 | $1,167,233 | 14,634 | 0.00 | 0.00 | 708 | 5.08 | 03-31-2024 |
KARPAS STRATEGIES LLC | Stock | 1602 | $1,166,974 | 14,631 | 0.00 | 0.00 | 61 | 0.42 | 03-31-2024 |
LEO BROKERAGE LLC | COM | 1603 | $1,011,066 | 14,626 | 0.00 | 0.00 | 3,344 | 29.64 | 06-30-2023 |
RAAB & MOSKOWITZ ASSET MANAGEMENT LLC | COM | 1604 | $1,166,055 | 14,619 | 0.00 | 0.00 | -1,340 | -8.40 | 03-31-2024 |