Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TEXAS YALE CAPITAL CORP | COM | 751 | $1,698,613 | 1,934 | 0.00 | 0.00 | 10 | 0.52 | 12-31-2023 |
GILBERT & COOK INC | COM | 752 | $1,859,531 | 1,932 | 0.00 | 0.00 | 25 | 1.31 | 03-31-2024 |
LEGACY WEALTH PARTNERS INC | COM | 753 | $1,070,000 | 1,916 | 0.59 | 1,916 | +Inf | 06-30-2021 | |
CENTRAL TRUST CO | COM | 754 | $1,839,319 | 1,911 | 0.00 | 0.00 | -61 | -3.09 | 03-31-2024 |