Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JFS WEALTH ADVISORS LLC | COM | 2351 | $695,748 | 15,752 | 0.00 | 0.00 | 7,977 | 102.60 | 03-31-2024 |
AMERICAN NATIONAL BANK | COM | 2352 | $695,678 | 15,750 | 0.00 | 0.00 | -1,381 | -8.06 | 03-31-2024 |
PLATINUM INVESTMENT MANAGEMENT LTD | COM | 2353 | $839,000 | 15,750 | 0.02 | 0.02 | -524 | -3.22 | 09-30-2021 |
CIC WEALTH LLC | COM | 2354 | $694,689 | 15,728 | 0.00 | 0.00 | -3,961 | -20.12 | 03-31-2024 |