Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR INC | COM | 1401 | $559,000 | 9,405 | 0.20 | 0.23 | -307 | -3.16 | 03-31-2022 |
BRUDERMAN ASSET MANAGEMENT LLC | COM | 1402 | $579,000 | 9,366 | 1.04 | 0.91 | -721 | -7.15 | 06-30-2022 |
TRUE WEALTH DESIGN LLC | COM | 1403 | $718,524 | 9,323 | 0.00 | 0.00 | -131 | -1.39 | 06-30-2023 |
CFO4LIFE GROUP LLC | COM | 1404 | $755,114 | 9,321 | 0.00 | 0.00 | -5,359 | -36.51 | 12-31-2023 |