Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCCARTHY & COX | COM | 5901 | $371,386 | 2,166 | 0.00 | 2,166 | +Inf | 03-31-2024 | |
NORTHLANDING FINANCIAL PARTNERS LLC | COM | 5902 | $416,718 | 2,164 | 0.00 | 0.00 | -1,172 | -35.13 | 12-31-2023 |
TAGSTONE CAPITAL INC | COM | 5903 | $416,000 | 2,161 | 0.27 | 0.31 | -41 | -1.86 | 12-31-2023 |
STARFOX FINANCIAL SERVICES LLC | COM | 5904 | $372,339 | 2,156 | 0.00 | 0.00 | -35 | -1.60 | 03-31-2024 |