Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INGALLS & SNYDER LLC | COM | 551 | $974,000 | 13,923 | 0.04 | 0.05 | -5,190 | -27.15 | 12-31-2023 |
EP WEALTH ADVISORS LLC | COM | 552 | $970,903 | 13,874 | 0.00 | 0.00 | -17,120 | -55.24 | 12-31-2023 |
AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR INC | COM | 553 | $768,000 | 13,868 | 0.27 | 0.24 | -244 | -1.73 | 03-31-2022 |
WIDMANN FINANCIAL SERVICES INC | COM | 554 | $959,357 | 13,709 | 0.00 | 0.00 | -180 | -1.30 | 12-31-2023 |