Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONCORDE FINANCIAL CORP | COM | 1851 | $608,520 | 6,000 | 0.00 | 0.00 | -36,203 | -85.78 | 03-31-2024 |
JOEL ISAACSON & CO LLC | COM | 1852 | $468,358 | 5,977 | 0.00 | 0.00 | -225 | -3.63 | 03-31-2023 |
CAPITAL ANALYSTS LLC | COM | 1853 | $606,000 | 5,976 | 0.03 | 0.03 | 37 | 0.62 | 03-31-2024 |
WALLACE ADVISORY GROUP LLC | COM | 1854 | $560,234 | 5,972 | 0.00 | 0.00 | -469 | -7.28 | 03-31-2024 |