Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LRI INVESTMENTS LLC | Stock | 2001 | $16,436 | 78 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
COPPELL ADVISORY SOLUTIONS LLC | Title Class | 2002 | $16,225 | 77 | 0.00 | 77 | +Inf | 06-30-2024 | |
GLEASON GROUP INC | COM | 2003 | $15,886 | 75 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
SOUND INCOME STRATEGIES LLC | COM | 2004 | $15,810 | 75 | 0.00 | 0.00 | 9 | 13.64 | 06-30-2024 |