Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SHULMAN DEMEO ASSET MANAGEMENT LLC | COM | 1401 | $2,125,152 | 14,694 | 0.00 | 0.00 | 59 | 0.40 | 12-31-2023 |
GLADSTONE INSTITUTIONAL ADVISORY LLC | COM | 1402 | $2,116,064 | 14,631 | 0.00 | 0.00 | 516 | 3.66 | 12-31-2023 |
CNB BANK | COM | 1403 | $2,470,764 | 14,594 | 0.00 | 0.00 | -1,145 | -7.27 | 03-31-2024 |
TEXAS YALE CAPITAL CORP | COM | 1404 | $2,106,102 | 14,562 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |