Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVESTMENT MANAGEMENT CORP OF ONTARIO | COM | 751 | $829,105 | 5,544 | 0.00 | 5,544 | +Inf | 12-31-2023 | |
CYPRESS CAPITAL GROUP | COM | 752 | $801,590 | 5,532 | 0.00 | 0.00 | -124 | -2.19 | 03-31-2024 |
CENTAURUS FINANCIAL INC | COM | 753 | $799,000 | 5,511 | 0.06 | 0.06 | 920 | 20.04 | 03-31-2024 |
MOODY NATIONAL BANK TRUST DIVISION | COM | 754 | $791,299 | 5,461 | 0.00 | 0.00 | -77 | -1.39 | 03-31-2024 |