Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN NATIONAL BANK | COM | 1101 | $2,624,474 | 15,065 | 0.00 | 0.00 | 700 | 4.87 | 03-31-2024 |
ADVISORY SERVICES NETWORK LLC | Stock | 1102 | $2,620,210 | 15,042 | 0.00 | 0.00 | -1,437 | -8.72 | 03-31-2024 |
IFP ADVISORS INC | cs | 1103 | $2,555,384 | 14,993 | 0.00 | 0.00 | 1,993 | 15.33 | 12-31-2023 |
LEGATO CAPITAL MANAGEMENT LLC | COM | 1104 | $2,611,582 | 14,991 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |