Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RALEIGH CAPITAL MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 1,453 | +Inf | 03-31-2024 | |
AVIOR WEALTH MANAGEMENT LLC | Stock | 302 | $4,574 | 1,307 | 0.00 | 0.00 | -23 | -1.73 | 06-30-2024 |
CULLEN/FROST BANKERS INC | DOMESTIC COMMON STOCK | 303 | $4,151 | 1,186 | 0.00 | 1,186 | +Inf | 06-30-2024 | |
SRS CAPITAL ADVISORS INC | COM | 304 | $3,833 | 1,095 | 0.00 | 1,095 | +Inf | 06-30-2024 |