Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORNET FINANCIAL INC | Stock | 1251 | $1,810,135 | 33,379 | 0.00 | 0.00 | 4,138 | 14.15 | 03-31-2024 |
FIRST WESTERN TRUST BANK | Common Stock | 1252 | $1,807,919 | 33,338 | 0.00 | 0.00 | -551 | -1.63 | 03-31-2024 |
KARPAS STRATEGIES LLC | Stock | 1253 | $1,802,694 | 33,242 | 0.00 | 0.00 | 16 | 0.05 | 03-31-2024 |
MIDWESTONE FINANCIAL GROUP INC | COM | 1254 | $1,966,000 | 33,232 | 0.46 | 0.59 | -4,319 | -11.50 | 09-30-2021 |