Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOODY NATIONAL BANK TRUST DIVISION | COM | 1501 | $2,201,577 | 13,004 | 0.00 | 0.00 | 95 | 0.74 | 03-31-2024 |
TRUST ASSET MANAGEMENT LLC | COM | 1502 | $2,189,218 | 12,931 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | COM | 1503 | $2,375,990 | 12,898 | 0.00 | 0.00 | -163 | -1.25 | 03-31-2024 |
GENEOS WEALTH MANAGEMENT INC | COM | 1504 | $2,179,295 | 12,872 | 0.00 | 0.00 | -639 | -4.73 | 03-31-2024 |