Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN NATIONAL BANK | COM | 1901 | $68,715 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VISIONPOINT ADVISORY GROUP LLC | COM | 1902 | $68,578 | 499 | 0.00 | 0.00 | -423 | -45.88 | 03-31-2024 |
STONE HOUSE INVESTMENT MANAGEMENT LLC | COM | 1903 | $68,303 | 497 | 0.00 | 497 | +Inf | 03-31-2024 | |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 1904 | $47,000 | 496 | 0.01 | 0.00 | 313 | 171.04 | 06-30-2022 |