Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROFIT INVESTMENT MANAGEMENT LLC | COM | 1801 | $629,458 | 1,507 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BELMONT CAPITAL LLC | COM | 1802 | $629,202 | 1,506 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST WESTERN TRUST BANK | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 457 | 43.73 | 03-31-2024 |
CULLEN/FROST BANKERS INC | DOMESTIC COMMON STOCK | 1804 | $626,535 | 1,500 | 0.00 | 0.00 | -44 | -2.85 | 03-31-2024 |