Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RICHARDSON FINANCIAL SERVICES INC | COMMON STOCKS | 901 | $126,378 | 2,380 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LAFFER TENGLER INVESTMENTS INC | COMMON STOCKS | 902 | $116,326 | 2,280 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GAMMA INVESTING LLC | Common Stock | 903 | $114,431 | 2,155 | 0.00 | 0.00 | 207 | 10.63 | 03-31-2024 |
CASTLEVIEW PARTNERS LLC | FNF GROUP COM | 904 | $104,183 | 2,042 | 0.00 | 0.00 | 109 | 5.64 | 12-31-2023 |