Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PATRIOT FINANCIAL GROUP INSURANCE AGENCY LLC | COM UT REP LP | 201 | $357,551 | 5,931 | 0.00 | 0.00 | 154 | 2.67 | 03-31-2024 |
AMERICANA PARTNERS LLC | COM UT REP LP | Liquidated | $351,973 | 5,838 | 0.00 | 0.00 | 5,838 | +Inf | 03-31-2024 |
IFG ADVISORY LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HFG ADVISORS INC | COM UT REP LP | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |