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  Name: Clientfirst Wealth Management LLC
  City: LITTLE ROCK
  State: AR
  Zip: 72207
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-09-30
  Total Value : $82,256,000
  Total Value Change : $-1,808,000
  Securities Held Change : 0
   
All Securities Held : 32
  New Positions : 2
  Closed Positions : 2
  Increased Positions : 6
  Unchanged Positions : 21
  Decreased Positions : 3

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Holdings Found : 3     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DDS)1 Year Chart         DDS Dillards Inc 1 - $446.52 $48,216,000 148,431 58.62% -1,563,000 -8,681 0.808    Department Stores
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 12 - $204.74 $1,008,000 5,852 1.23% -365,000 -1,318 0    Closed - End Fund - E...
   (IWN)1 Year Chart         IWN iShares Russell 2000 Value 31 - $156.30 $205,000 1,526 0.25% -87,000 -500 0.002    Closed - End Fund - E...

      3 Records Found
  1    
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