Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR INC | COM | 1501 | $282,000 | 6,303 | 0.10 | 0.11 | -158 | -2.45 | 03-31-2022 |
IAG WEALTH PARTNERS LLC | Common Stock | 1502 | $133,719 | 6,165 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RE DICKINSON INVESTMENT ADVISORS LLC | COM | 1503 | $134,000 | 6,163 | 0.08 | 0.11 | 0 | 0.00 | 03-31-2024 |
SA MASON LLC | COM | 1504 | $133,285 | 6,145 | 0.00 | 0.00 | -115 | -1.84 | 03-31-2024 |