Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR INC | COM | 1351 | $806,000 | 12,832 | 0.29 | 0.29 | -342 | -2.60 | 03-31-2022 |
ROCKPORT WEALTH LLC | Stock | 1352 | $894,390 | 12,777 | 0.00 | 12,777 | +Inf | 03-31-2024 | |
POINTE CAPITAL MANAGEMENT LLC | Stock | 1353 | $894,390 | 12,777 | 0.00 | 0.00 | 2,166 | 20.41 | 03-31-2024 |
ESSEX SAVINGS BANK | COMMON STOCK | 1354 | $924,417 | 12,763 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |