Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | COM | 1501 | $512,565 | 5,692 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SIMON QUICK ADVISORS LLC | COM | 1502 | $510,857 | 5,673 | 0.00 | 0.00 | 273 | 5.06 | 03-31-2024 |
WEALTHSOURCE PARTNERS LLC | COM | 1503 | $425,448 | 5,661 | 0.00 | 0.03 | 422 | 8.05 | 03-31-2023 |
GRANT/GROSSMENDELSOHN LLC | COM | 1504 | $495,405 | 5,652 | 0.00 | 0.00 | -2,974 | -34.48 | 03-31-2024 |