Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JONES FINANCIAL COMPANIES LLLP | COM | 1951 | $387,093 | 1,291 | 0.00 | 0.00 | -226 | -14.90 | 06-30-2024 |
CAERUS INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1 | -0.08 | 06-30-2024 |
TEXAS YALE CAPITAL CORP | COM | 1953 | $386,794 | 1,290 | 0.00 | 1,290 | +Inf | 06-30-2024 | |
GAMCO INVESTORS INC ET AL | EQUITY | 1954 | $293,610 | 1,285 | 0.00 | 1,285 | +Inf | 03-31-2023 |