Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | COM | 4301 | $3,514,311 | 20,494 | 0.00 | 0.00 | 2,750 | 15.50 | 03-31-2024 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC | COM | 4302 | $3,546,132 | 20,489 | 0.00 | 0.00 | 181 | 0.89 | 03-31-2024 |
BEAIRD HARRIS WEALTH MANAGEMENT LLC | COM | 4303 | $3,506,074 | 20,478 | 0.00 | 0.00 | 375 | 1.87 | 09-30-2023 |
PALO ALTO WEALTH ADVISORS LLC | COM | 4304 | $3,507,625 | 20,455 | 0.00 | 0.00 | 26 | 0.13 | 03-31-2024 |