Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RESOURCE MANAGEMENT LLC | COM | 1851 | $441,000 | 325 | 0.05 | 0.04 | 98 | 43.17 | 09-30-2021 |
COPPELL ADVISORY SOLUTIONS LLC | SHOP | 1852 | $25,084 | 322 | 0.00 | 322 | +Inf | 12-31-2023 | |
KEY FINANCIAL INC | CL A | 1853 | $24,928 | 320 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | COM | 1854 | $335,000 | 303 | 0.03 | 303 | +Inf | 03-31-2021 |