Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SYMPHONY FINANCIAL LTD CO | COM | 2751 | $2,626,248 | 13,112 | 0.00 | 0.00 | -4,427 | -25.24 | 03-31-2024 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | COM | 2752 | $1,900,052 | 13,102 | 0.00 | 0.00 | 2,375 | 22.14 | 09-30-2023 |
WELL DONE LLC | COM | 2753 | $2,623,559 | 13,098 | 0.00 | 0.00 | 56 | 0.43 | 03-31-2024 |
LVM CAPITAL MANAGEMENT LTD/MI | COM | 2754 | $2,622,000 | 13,093 | 0.31 | 0.28 | 13 | 0.10 | 03-31-2024 |