Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN NATIONAL INSURANCE CO | COM | 1201 | $261,000 | 1,986 | 0.07 | 0.07 | 0 | 0.00 | 03-31-2022 |
BISON WEALTH LLC | COM | 1202 | $310,640 | 1,985 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EMPOWER ADVISORY GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -66 | -3.22 | 12-31-2023 |
STILES FINANCIAL SERVICES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -118 | -5.63 | 12-31-2023 |