Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN NATIONAL BANK | COM | 2301 | $972,209 | 3,228 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RESONANT CAPITAL ADVISORS LLC | COM | 2302 | $972,893 | 3,226 | 0.00 | 0.00 | 1,585 | 96.59 | 03-31-2024 |
GABELLI FUNDS LLC | EQUITY | 2303 | $644,291 | 3,225 | 0.00 | 0.00 | 240 | 8.04 | 03-31-2023 |
MEADOW CREEK WEALTH ADVISORS LLC | Common Stock | 2304 | $970,703 | 3,223 | 0.00 | 0.00 | 146 | 4.74 | 03-31-2024 |