Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT LLC | COM | 2201 | $559,650 | 2,050 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
REDW WEALTH LLC | COM | 2202 | $750,816 | 2,049 | 0.00 | 0.00 | -61 | -2.89 | 03-31-2024 |
LATITUDE ADVISORS LLC | COM | 2203 | $750,337 | 2,048 | 0.00 | 0.00 | 131 | 6.83 | 03-31-2024 |
DIVERSIFIED LLC | COM | 2204 | $750,425 | 2,048 | 0.00 | 0.00 | 190 | 10.23 | 03-31-2024 |