Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONCORDE FINANCIAL CORP | 02-14-2024 | 12-31-2023 | 36 | 146,086,026 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPROTT PHYSICAL GOLD TR | UNIT | 1 | $13,709,215 | 860,591 | 0.01 | 0.02 | 1,063 | 0.12 | 12-31-2023 |
| TEXAS PACIFIC LAND CORPORATI | COM | 2 | $11,853,914 | 7,539 | 0.01 | 0.02 | -12 | -0.16 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 3 | $8,488,237 | 168,195 | 0.01 | 0.00 | 148,195 | 740.98 | 12-31-2023 |
| JPMORGAN CHASE & CO | COM | 4 | $6,583,651 | 38,705 | 0.00 | 0.00 | 32,705 | 545.08 | 12-31-2023 |
