Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRINKER CAPITAL INVESTMENTS LLC | COM | 351 | $253,807 | 2,898 | 0.00 | 0.00 | -134 | -4.42 | 12-31-2022 |
RAYMOND JAMES TRUST NA | COMMON STOCK | 352 | $233,797 | 2,880 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST REPUBLIC INVESTMENT MANAGEMENT INC | COM | 353 | $219,748 | 2,845 | 0.00 | 0.00 | -1,205 | -29.75 | 06-30-2023 |
MOODY NATIONAL BANK TRUST DIVISION | COM | 354 | $223,559 | 2,827 | 0.00 | 0.00 | -2,600 | -47.91 | 06-30-2024 |