Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SECURITY NATIONAL BANK | COM | 2651 | $85,364 | 1,957 | 0.00 | 0.00 | -310 | -13.67 | 03-31-2024 |
DINUZZO PRIVATE WEALTH INC | COM | 2652 | $84,537 | 1,938 | 0.00 | 1,938 | +Inf | 03-31-2024 | |
MOTCO | Com | 2653 | $84,405 | 1,935 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ADDISON ADVISORS LLC | COM | 2654 | $82,355 | 1,888 | 0.00 | 0.00 | -563 | -22.97 | 03-31-2024 |