Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KOZAK & ASSOCIATES INC | Stock | 3451 | $150,093 | 1,229 | 0.00 | 0.00 | 9 | 0.74 | 03-31-2024 |
PIN OAK INVESTMENT ADVISORS INC | COM | 3452 | $126,000 | 1,191 | 0.13 | 0.14 | 0 | 0.00 | 12-31-2023 |
PSI ADVISORS LLC | Common Stock | 3453 | $148,604 | 1,183 | 0.00 | 0.00 | -891 | -42.96 | 03-31-2024 |
DT INVESTMENT PARTNERS LLC | COM | 3454 | $147,090 | 1,171 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |