Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TEXAS YALE CAPITAL CORP | 2-13-2024 | 12-31-2023 | 441 | 2,099,661,403 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| 3M CO | COM | 201 | $1,686,039 | 15,423 | 0.00 | 0.00 | -370 | -2.34 | 12-31-2023 |
| HESS MIDSTREAM LP | CL A SHS | 202 | $1,681,135 | 53,150 | 0.00 | 0.00 | 35,350 | 198.60 | 12-31-2023 |
| PROSHARES TR | ONLINE RTL ETF | 203 | $1,670,402 | 46,310 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR SER TR | PRTFLO S&P500 HI | 204 | $1,668,514 | 42,575 | 0.00 | 0.00 | 20,500 | 92.87 | 12-31-2023 |
