Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RALEIGH CAPITAL MANAGEMENT INC | COM | 801 | $1,444 | 21 | 0.00 | 21 | +Inf | 12-31-2023 | |
ADVISORNET FINANCIAL INC | Stock | 802 | $1,596 | 20 | 0.00 | 0.00 | -19 | -48.72 | 03-31-2024 |
CULLEN/FROST BANKERS INC | DOMESTIC COMMON STOCK | 803 | $1,436 | 20 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
CARMEL CAPITAL PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 20 | +Inf | 03-31-2024 |