Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DOYLE WEALTH MANAGEMENT | COM | 1051 | $269,000 | 1,987 | 0.02 | 0.02 | 0 | 0.00 | 09-30-2022 |
BAKER ELLIS ASSET MANAGEMENT LLC | COM | 1052 | $481,120 | 1,980 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AMERITAS INVESTMENT PARTNERS INC | COM | 1053 | $405,625 | 1,975 | 0.00 | 0.00 | -68 | -3.33 | 12-31-2023 |
PRIVATE TRUST CO NA | Com | 1054 | $479,290 | 1,972 | 0.00 | 0.00 | -42 | -2.09 | 03-31-2024 |