Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JFS WEALTH ADVISORS LLC | CL A | 701 | $2,503 | 34 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
CULLEN/FROST BANKERS INC | DOMESTIC COMMON STOCK | 702 | $2,428 | 33 | 0.00 | 33 | +Inf | 06-30-2024 | |
SMARTLEAF ASSET MANAGEMENT LLC | CL A | 703 | $2,439 | 33 | 0.00 | 33 | +Inf | 06-30-2024 | |
AMERICAN PORTFOLIOS ADVISORS | CL A | 704 | $1,730 | 30 | 0.00 | 30 | +Inf | 09-30-2022 |