Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CETERA INVESTMENT ADVISERS | CL B | 651 | $9,573,929 | 88,182 | 0.00 | 0.00 | 3,285 | 3.87 | 12-31-2023 |
DAVENPORT & CO LLC | CL B | 652 | $8,284,473 | 88,121 | 0.00 | 0.00 | 14,746 | 20.10 | 03-31-2024 |
DA DAVIDSON & CO | CL B | 653 | $8,278,701 | 88,090 | 0.00 | 0.00 | -11,053 | -11.15 | 03-31-2024 |
CULLEN/FROST BANKERS INC | DOMESTIC COMMON STOCK | 654 | $8,216,832 | 87,432 | 0.00 | 0.00 | -13,613 | -13.47 | 03-31-2024 |