Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN NATIONAL INSURANCE CO | COM | 1251 | $710,000 | 7,000 | 0.19 | 0.20 | -1,680 | -19.35 | 03-31-2022 |
GLADSTONE INSTITUTIONAL ADVISORY LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -708 | -9.24 | 12-31-2023 |
IFP ADVISORS INC | cs | 1253 | $922,705 | 6,946 | 0.00 | 0.00 | -293 | -4.05 | 12-31-2023 |
LANDAAS & CO /WI /ADV | COM | 1254 | $920,000 | 6,928 | 0.00 | 0.00 | -620 | -8.21 | 12-31-2023 |