Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COMERICA SECURITIESINC | COM | 1401 | $319,308 | 1,391 | 0.00 | 0.00 | -5,525 | -79.89 | 09-30-2023 |
BEACON INVESTMENT ADVISORY SERVICES INC | COM | 1402 | $362,250 | 1,380 | 0.00 | 0.00 | -203 | -12.82 | 03-31-2024 |
CALAMOS WEALTH MANAGEMENT LLC | COM | 1403 | $362,250 | 1,380 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SFMG LLC | COM | 1404 | $360,150 | 1,372 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |