Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | Stock | 151 | $119,070 | 7,000 | 0.00 | 7,000 | +Inf | 03-31-2024 | |
SUMMIT SECURITIES GROUP LLC | DEPOSITARY UNIT | 152 | $105,000 | 6,200 | 0.02 | 0.04 | -15,331 | -71.20 | 03-31-2024 |
AMERICAN NATIONAL INSURANCE CO | COM | 153 | $288,000 | 5,550 | 0.08 | 0.06 | 0 | 0.00 | 03-31-2022 |
AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR INC | COM | 154 | $282,000 | 5,425 | 0.10 | 0.09 | 0 | 0.00 | 03-31-2022 |