Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN NATIONAL INSURANCE CO | COM | 51 | $222,000 | 15,500 | 0.06 | 0.05 | 0 | 0.00 | 03-31-2022 |
WEALTHSTONE INC | Equities | 52 | $284,000 | 15,346 | 0.10 | 15,346 | +Inf | 03-31-2021 | |
CARROLL FINANCIAL ASSOCIATES INC | ADR | 53 | $48,000 | 3,144 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
BERMAN CAPITAL ADVISORS LLC | ADR | 54 | $54,000 | 2,929 | 0.01 | 0.01 | 98 | 3.46 | 09-30-2021 |