Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROSENBERG MATTHEW HAMILTON | Stock | 1401 | $88,556 | 128 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
AMERICAN NATIONAL BANK | COM | 1402 | $129,197 | 127 | 0.00 | 0.00 | -5 | -3.79 | 03-31-2024 |
CLEARSTEAD TRUST LLC | Com | 1403 | $127,163 | 125 | 0.00 | 125 | +Inf | 03-31-2024 | |
JANICZEK WEALTH MANAGEMENT LLC | COM | 1404 | $126,146 | 124 | 0.00 | 0.00 | 50 | 67.57 | 03-31-2024 |