Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EMPIRICAL ASSET MANAGEMENT LLC | COM | 1251 | $291,465 | 510 | 0.00 | 510 | +Inf | 03-31-2024 | |
NILSINE PARTNERS LLC | COM | 1252 | $262,604 | 510 | 0.00 | 0.00 | 55 | 12.09 | 12-31-2023 |
CULLEN/FROST BANKERS INC | DOMESTIC COMMON STOCK | 1253 | $290,322 | 508 | 0.00 | 0.00 | 383 | 306.40 | 03-31-2024 |
STONEGATE INVESTMENT GROUP LLC | COM | Liquidated | $290,322 | 508 | 0.00 | 0.00 | 508 | +Inf | 03-31-2024 |