Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MBL WEALTH LLC | COM | 2851 | $1,058,682 | 6,525 | 0.00 | 0.00 | -824 | -11.21 | 03-31-2024 |
GIBSON WEALTH ADVISORS LLC | COM | 2852 | $822,000 | 6,508 | 0.95 | 0.69 | 2,100 | 47.64 | 09-30-2022 |
AMARILLO NATIONAL BANK | Com | 2853 | $1,055,762 | 6,507 | 0.00 | 0.00 | -140 | -2.11 | 03-31-2024 |
CENTRAL PACIFIC BANK - TRUST DIVISION | COM | 2854 | $1,044,412 | 6,504 | 0.00 | 6,504 | +Inf | 03-31-2024 |