Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FAYEZ SAROFIM & CO | COM | 1751 | $905,595 | 11,354 | 0.00 | 0.00 | -1,852 | -14.02 | 03-31-2024 |
SKY INVESTMENT GROUP LLC | COM | 1752 | $905,133 | 11,348 | 0.00 | 0.00 | -724 | -6.00 | 03-31-2024 |
IFP ADVISORS INC | cs | 1753 | $895,009 | 11,335 | 0.00 | 0.00 | -1,579 | -12.23 | 12-31-2023 |
MISSION WEALTH MANAGEMENT LP | COM | 1754 | $902,931 | 11,321 | 0.00 | 0.00 | 4,696 | 70.88 | 03-31-2024 |