Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN NATIONAL BANK | COM | 1401 | $276,143 | 95 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MODUS ADVISORS LLC | Stock | 1402 | $273,236 | 94 | 0.00 | 94 | +Inf | 03-31-2024 | |
FINEMARK NATIONAL BANK & TRUST | COM | 1403 | $214,974 | 94 | 0.00 | 94 | +Inf | 12-31-2023 | |
PDS PLANNING INC | COM | 1404 | $273,236 | 94 | 0.00 | 0.00 | 1 | 1.08 | 03-31-2024 |