Institutional Owners for SF
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CULLEN/FROST BANKERS INC | DOMESTIC COMMON STOCK | 651 | $3,752 | 48 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FARMERS & MERCHANTS INVESTMENTS INC | COM | 652 | $2,864 | 48 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| CETERA TRUST COMPANY NA | COM | 653 | $3,127 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CAROLINAS WEALTH CONSULTING LLC | COM | 654 | $2,766 | 40 | 0.00 | 0.00 | -3 | -6.98 | 12-31-2023 |
