Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GARRISON POINT ADVISORS LLC | COM | 1451 | $1,723,397 | 8,218 | 0.00 | 0.00 | -195 | -2.32 | 12-31-2023 |
RMR WEALTH BUILDERS | COM | 1452 | $1,683,857 | 8,204 | 0.00 | 0.00 | 1,459 | 21.63 | 03-31-2024 |
AMERICAN NATIONAL INSURANCE CO | COM | 1453 | $1,596,000 | 8,200 | 0.43 | 0.48 | -2,150 | -20.77 | 03-31-2022 |
MATHER GROUP LLC | COM | 1454 | $1,719,508 | 8,199 | 0.00 | 0.00 | 1,059 | 14.83 | 12-31-2023 |