Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT LLC | COM | 3501 | $204,928 | 6,323 | 0.00 | 0.00 | -1,658 | -20.77 | 09-30-2023 |
CARTER FINANCIAL GROUP INC | COM | 3502 | $322,000 | 6,318 | 0.43 | 6,318 | +Inf | 03-31-2022 | |
SIGNIFICANT WEALTH PARTNERS LLC | COM | 3503 | $237,929 | 6,311 | 0.00 | 6,311 | +Inf | 12-31-2023 | |
SFE INVESTMENT COUNSEL | COM | 3504 | $237,510 | 6,300 | 0.00 | 0.00 | -2,025 | -24.32 | 12-31-2023 |