Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RWA WEALTH PARTNERS LLC | COM | 1101 | $1,100,806 | 3,031 | 0.00 | 0.00 | -386 | -11.30 | 03-31-2024 |
AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR INC | COM | 1102 | $725,000 | 3,026 | 0.26 | 0.24 | -82 | -2.64 | 03-31-2022 |
SAWYER & COMPANY INC | COM | 1103 | $1,096,834 | 3,020 | 0.00 | 0.42 | -148 | -4.67 | 03-31-2024 |
RAMIREZ ASSET MANAGEMENT INC | COM | 1104 | $863,645 | 3,019 | 0.00 | 3,019 | +Inf | 09-30-2023 |