Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONCORDE FINANCIAL CORP | 05-15-2024 | 03-31-2024 | 37 | 109,955,850 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPROTT PHYSICAL GOLD TR | UNIT | 1 | $14,685,970 | 848,900 | 0.01 | 0.01 | -11,691 | -1.36 | 03-31-2024 |
| TEXAS PACIFIC LAND CORPORATI | COM | 2 | $13,150,979 | 22,733 | 0.01 | 0.01 | 15,194 | 201.54 | 03-31-2024 |
| ABBVIE INC | COM | 3 | $7,542,127 | 41,418 | 0.01 | 0.00 | -70 | -0.17 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 4 | $7,414,223 | 37,016 | 0.01 | 0.00 | -1,689 | -4.36 | 03-31-2024 |
