Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COUNTRY CLUB BANK /GFN | COM | 1401 | $2,564,055 | 22,559 | 0.00 | 0.00 | -29,832 | -56.94 | 03-31-2024 |
VENTURE VISIONARY PARTNERS LLC | COM | 1402 | $2,182,115 | 22,529 | 0.00 | 0.00 | -311 | -1.36 | 09-30-2023 |
NARWHAL CAPITAL MANAGEMENT | COM | 1403 | $2,550,084 | 22,436 | 0.00 | 1.71 | -92,418 | -80.47 | 03-31-2024 |
HOLLOW BROOK WEALTH MANAGEMENT LLC | COM | 1404 | $2,469,090 | 22,432 | 0.00 | 0.00 | 330 | 1.49 | 12-31-2023 |