Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | CL A | 501 | $151,154 | 4,351 | 0.00 | 0.00 | 241 | 5.86 | 03-31-2024 |
AMERICAN NATIONAL INSURANCE CO | COM | 502 | $402,000 | 3,430 | 0.11 | 0.18 | -875 | -20.33 | 03-31-2022 |
IFP ADVISORS INC | cs | 503 | $108,843 | 3,206 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DEKABANK DEUTSCHE GIROZENTRALE | CL A | 504 | $109,000 | 3,166 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |