Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORSICANA & CO | COM UNIT RP LP | 901 | $29,000 | 620 | 0.02 | 0.02 | 0 | 0.00 | 09-30-2022 |
KINGS POINT CAPITAL MANAGEMENT | LP | 902 | $27,000 | 574 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
BIVIN & ASSOCIATES INC | COM UNIT RP LP | 903 | $23,000 | 480 | 0.02 | 0.02 | 0 | 0.00 | 06-30-2022 |
LAKE POINT WEALTH MANAGEMENT | COM UNIT RP LP | 904 | $22,000 | 451 | 0.01 | 0.00 | 375 | 493.42 | 06-30-2022 |