Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CROSSMARK GLOBAL HOLDINGS INC | 02-13-2024 | 12-31-2023 | 2546 | 4,819,572,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATIVE INDL PPTYS INC COM | COM | 1851 | $210,000 | 2,081 | 0.00 | 2,081 | +Inf | 12-31-2023 | |
| CVB FINL CORP | COM | 1852 | $210,000 | 10,443 | 0.00 | 0.00 | -177 | -1.67 | 12-31-2023 |
| PACIFIC PREMIER BANCORP COM | COM | 1853 | $209,000 | 7,171 | 0.00 | 7,171 | +Inf | 12-31-2023 | |
| INTERNATIONAL BANCSHARES COR | COM | 1854 | $209,000 | 3,844 | 0.00 | 3,844 | +Inf | 12-31-2023 |
