Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOURGLASS CAPITAL LLC | COM | 2501 | $583,618 | 13,213 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 2502 | $655,000 | 13,210 | 0.19 | 0.11 | 6,447 | 95.33 | 03-31-2022 |
GRADIENT CAPITAL ADVISORS LLC | Stock | 2503 | $583,329 | 13,206 | 0.00 | 0.31 | -1,646 | -11.08 | 03-31-2024 |
GREENLAND CAPITAL MANAGEMENT LP | COM | 2504 | $663,300 | 13,200 | 0.00 | 13,200 | +Inf | 12-31-2023 |