Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CULLEN/FROST BANKERS INC | DOMESTIC COMMON STOCK | 1151 | $5,739 | 34 | 0.00 | 34 | +Inf | 03-31-2024 | |
CETERA TRUST COMPANY NA | COM | 1152 | $5,739 | 34 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LGT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JTC EMPLOYER SOLUTIONS TRUSTEE LTD | COM | 1154 | $5,000 | 32 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |