Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TERRIL BROTHERS INC | 04-25-2024 | 03-31-2024 | 61 | 290,621,886 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | COM | 51 | $628,592 | 808 | 0.00 | 0.00 | 429 | 113.19 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 52 | $623,192 | 10,260 | 0.00 | 0.00 | 8,208 | 400.00 | 03-31-2024 |
| SPDR GOLD TRUST | GOLD SHS | 53 | $621,480 | 3,021 | 0.00 | 0.00 | 145 | 5.04 | 03-31-2024 |
| CLEARBRIDGE MLP AND MIDSTRM | COM | 54 | $549,360 | 12,000 | 0.00 | 0.00 | -140,820 | -92.15 | 03-31-2024 |
