Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVONDALE WEALTH MANAGEMENT | Stock | 151 | $62,465 | 6,500 | 0.00 | 0.00 | -4,750 | -42.22 | 12-31-2023 |
ZEBRA CAPITAL MANAGEMENT LLC | COM | 152 | $500,000 | 5,957 | 0.59 | 0.32 | -88 | -1.46 | 06-30-2021 |
TOWER RESEARCH CAPITAL LLC (TRC) | COM | 153 | $38,920 | 4,050 | 0.00 | 0.00 | 1,801 | 80.08 | 12-31-2023 |
CULLEN/FROST BANKERS INC | DOMESTIC COMMON STOCK | 154 | $35,960 | 4,000 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |