Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BISON WEALTH LLC | 01-30-2024 | 12-31-2023 | 402 | 564,868,917 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FLAHERTY & CRUMRINE DYNAMIC | SHS | 501 | $185,365 | 10,443 | 0.00 | 0.00 | -747 | -6.68 | 12-31-2023 |
| FORD MTR CO DEL | COM | 502 | $180,897 | 14,840 | 0.00 | 0.00 | -149 | -0.99 | 12-31-2023 |
| SPROTT PHYSICAL SILVER TR | TR UNIT | 503 | $172,274 | 21,321 | 0.00 | 0.00 | -849 | -3.83 | 12-31-2023 |
| FIRST TR ENERGY INCOME & GRO | COM | 504 | $151,013 | 10,429 | 0.00 | 0.00 | -552 | -5.03 | 12-31-2023 |
