Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KOZAK & ASSOCIATES INC | Stock | 1551 | $169,038 | 1,234 | 0.00 | 0.00 | 20 | 1.65 | 03-31-2024 |
IFP ADVISORS INC | cs | 1552 | $175,440 | 1,231 | 0.00 | 0.00 | -724 | -37.03 | 12-31-2023 |
HOMRICH & BERG | COM | 1553 | $201,000 | 1,216 | 0.00 | 0.01 | -4 | -0.33 | 09-30-2021 |
LINDBROOK CAPITAL LLC | Stock | 1554 | $180,976 | 1,182 | 0.00 | 0.00 | 98 | 9.04 | 03-31-2024 |