Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NACHMAN NORWOOD & PARROTT INC | COM | 1351 | $212,000 | 3,508 | 0.02 | 3,508 | +Inf | 06-30-2021 | |
GLOBAL RETIREMENT PARTNERS LLC | COM | 1352 | $704,737 | 3,497 | 0.00 | 0.00 | -45 | -1.27 | 03-31-2024 |
YOUR ADVOCATES LTD LLP | COM | 1353 | $521,366 | 3,445 | 0.00 | 3,445 | +Inf | 09-30-2023 | |
SFMG LLC | COM | 1354 | $692,927 | 3,439 | 0.00 | 0.00 | -134 | -3.75 | 03-31-2024 |