Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SECURITY NATIONAL BANK | COM | 2951 | $16,982 | 68 | 0.00 | 68 | +Inf | 03-31-2024 | |
LFA - LUGANO FINANCIAL ADVISORS SA | COM | 2952 | $16,733 | 67 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | COM | Liquidated | $0 | 0 | 0.01 | 66 | +Inf | 03-31-2024 | |
SCARBOROUGH ADVISORS LLC | COM | 2954 | $15,734 | 63 | 0.00 | 0.00 | -2,086 | -97.07 | 03-31-2024 |