Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WRIGHT INVESTORS SERVICE INC | COM | 1301 | $2,727,519 | 4,491 | 0.00 | 0.00 | 337 | 8.11 | 03-31-2024 |
ROBBINS FARLEY | COM | 1302 | $2,723,876 | 4,485 | 0.00 | 0.00 | 1,200 | 36.53 | 03-31-2024 |
RMR WEALTH BUILDERS | COM | 1303 | $2,716,915 | 4,474 | 0.00 | 0.00 | 2,020 | 82.31 | 03-31-2024 |
MOODY NATIONAL BANK TRUST DIVISION | COM | 1304 | $2,717,194 | 4,474 | 0.00 | 0.00 | -28 | -0.62 | 03-31-2024 |