Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MERIDIAN WEALTH PARTNERS LLC | COM | 1501 | $1,168,785 | 6,709 | 0.00 | 0.00 | 149 | 2.27 | 03-31-2024 |
SANDERS MORRIS HARRIS LLC | COM | 1502 | $1,168,426 | 6,707 | 0.00 | 0.00 | 1,102 | 19.66 | 03-31-2024 |
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 1503 | $1,166,966 | 6,699 | 0.00 | 0.00 | 5,287 | 374.43 | 03-31-2024 |
ROSSMORE PRIVATE CAPITAL | COM | 1504 | $1,163,549 | 6,679 | 0.00 | 0.00 | -12 | -0.18 | 03-31-2024 |