Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN NATIONAL BANK | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -61 | -81.33 | 03-31-2024 |
FRANK RIMERMAN ADVISORS LLC | COM | 1652 | $4,336 | 13 | 0.00 | 13 | +Inf | 03-31-2024 | |
AUTHENTIKOS WEALTH ADVISORY LLC | COM | Liquidated | $0 | 0 | 0.00 | 13 | +Inf | 12-31-2023 | |
KB FINANCIAL PARTNERS LLC | COM | 1654 | $3,000 | 13 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |