Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLUMN CAPITAL ADVISORS LLC | Stock | 1001 | $62,964 | 1,130 | 0.00 | 0.00 | 622 | 122.44 | 09-30-2023 |
SONORA INVESTMENT MANAGEMENT LLC | COM | 1002 | $65,000 | 1,127 | 0.01 | 1,127 | +Inf | 09-30-2021 | |
LARSON FINANCIAL GROUP LLC | COM | 1003 | $47,101 | 1,110 | 0.00 | 0.00 | 1 | 0.09 | 12-31-2023 |
CULLEN/FROST BANKERS INC | DOMESTIC COMMON STOCK | 1004 | $44,008 | 1,106 | 0.00 | 0.00 | -472 | -29.91 | 03-31-2024 |