Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOSTON PRIVATE WEALTH LLC | COM | 901 | $618,000 | 1,676 | 0.01 | 0.01 | -363 | -17.80 | 12-31-2021 |
DYNAMIC ADVISOR SOLUTIONS LLC | COM | 902 | $952,691 | 1,667 | 0.00 | 0.00 | 621 | 59.37 | 03-31-2024 |
SCOTIA CAPITAL INC | COM | 903 | $856,293 | 1,663 | 0.00 | 0.00 | -885 | -34.73 | 12-31-2023 |
MOODY NATIONAL BANK TRUST DIVISION | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 12 | 0.73 | 12-31-2023 |