Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORSICANA & CO | COM | 4101 | $65,000 | 200 | 0.05 | 0.05 | 0 | 0.00 | 09-30-2022 |
BELLEVUE ASSET MANAGEMENT LLC | COM | 4102 | $155,592 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HOLLOWAY WEALTH MANAGEMENT LLC | COM | 4103 | $57,000 | 200 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2022 |
TRANSCENDENT CAPITAL GROUP LLC | COM | 4104 | $113,669 | 195 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |