Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST DALLAS SECURITIES INC | COM | 1651 | $389,000 | 1,500 | 0.18 | 0.20 | -203 | -11.92 | 03-31-2024 |
STEINBERG ASSET MANAGEMENT LLC | COM | 1652 | $313,560 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
AVANTAX PLANNING PARTNERS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NORTHERN FINANCIAL ADVISORS INC | COM | 1654 | $335,836 | 1,486 | 0.00 | 0.00 | -10 | -0.67 | 12-31-2023 |