Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MINE & ARAO WEALTH CREATION & MANAGEMENT LLC | CL A | 1851 | $56,000 | 1,013 | 0.04 | 0.13 | 100 | 10.95 | 09-30-2022 |
AMERICAN NATIONAL BANK | CL A | 1852 | $85,426 | 1,010 | 0.00 | 0.00 | -12 | -1.17 | 03-31-2024 |
MORTON BROWN FAMILY WEALTH LLC | Stock | 1853 | $84,580 | 1,000 | 0.00 | 1,000 | +Inf | 03-31-2024 | |
SYSTEMATIC ALPHA INVESTMENTS LLC | COM | 1854 | $77,350 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |