Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANNEX ADVISORY SERVICES LLC | COM | 2051 | $233,551 | 1,182 | 0.00 | 1,182 | +Inf | 03-31-2024 | |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | COM | 2052 | $255,049 | 1,181 | 0.00 | 1,181 | +Inf | 12-31-2023 | |
NORTHSIDE CAPITAL MANAGEMENT LLC | COM | 2053 | $233,156 | 1,180 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KEY CLIENT FIDUCIARY ADVISORS LLC | COM | 2054 | $232,897 | 1,179 | 0.00 | 0.00 | 115 | 10.81 | 03-31-2024 |