Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EPG WEALTH MANAGEMENT LLC | COM | 901 | $861,901 | 5,523 | 0.00 | 0.00 | 3,025 | 121.10 | 03-31-2024 |
AMERICAN NATIONAL INSURANCE CO | COM | 902 | $1,226,000 | 5,505 | 0.33 | 0.35 | -1,290 | -18.98 | 03-31-2022 |
B RILEY WEALTH MANAGEMENT INC | COM | 903 | $1,351,000 | 5,503 | 0.00 | 0.06 | 2,231 | 68.18 | 06-30-2022 |
FIRST HAWAIIAN BANK | COM | 904 | $854,429 | 5,475 | 0.00 | 0.00 | -80 | -1.44 | 03-31-2024 |