Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PETRUS TRUST COMPANY LTA | COM | 1401 | $884,405 | 2,742 | 0.00 | 2,742 | +Inf | 06-30-2023 | |
CLEAR CREEK FINANCIAL MANAGEMENT LLC | COM | 1402 | $1,136,411 | 2,721 | 0.00 | 0.00 | -1,709 | -38.58 | 03-31-2024 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | STOCK | 1403 | $1,134,028 | 2,715 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FULTON BANK NA | COM | 1404 | $1,129,851 | 2,705 | 0.00 | 0.00 | 244 | 9.91 | 03-31-2024 |