Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOORS & CABOT INC | COM UT LTD PTN | Liquidated | $0 | 0 | 0.02 | 0.01 | 500 | 6.29 | 12-31-2023 |
AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR INC | COM | 152 | $254,000 | 7,575 | 0.09 | 0.07 | 0 | 0.00 | 03-31-2022 |
AMERICAN NATIONAL INSURANCE CO | COM | 153 | $235,000 | 7,000 | 0.06 | 7,000 | +Inf | 03-31-2022 | |
OPPENHEIMER ASSET MANAGEMENT INC | COM UT LTD PTN | Liquidated | $0 | 0 | 0.00 | 0.01 | -4,805 | -45.10 | 12-31-2023 |