Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SS&H FINANCIAL ADVISORS INC | SHS | 2151 | $392,000 | 4,756 | 0.17 | 4,756 | +Inf | 12-31-2023 | |
REALTA INVESTMENT ADVISORS | SHS | 2152 | $414,224 | 4,753 | 0.00 | 0.00 | -607 | -11.32 | 03-31-2024 |
SANDERS MORRIS HARRIS LLC | SHS | 2153 | $413,440 | 4,744 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT INC | COM | 2154 | $413,000 | 4,743 | 0.00 | 0.00 | -325 | -6.41 | 03-31-2024 |