Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HILLTOP NATIONAL BANK | COM | 1351 | $629,916 | 14,441 | 0.00 | 14,441 | +Inf | 03-31-2024 | |
HORST & GRABEN WEALTH MANAGEMENT LLC | COM | 1352 | $629,752 | 14,437 | 0.00 | 0.00 | 264 | 1.86 | 03-31-2024 |
BALLENTINE PARTNERS LLC | COM | 1353 | $605,730 | 14,405 | 0.00 | 0.00 | 5,733 | 66.11 | 09-30-2023 |
GILLILAND JETER WEALTH MANAGEMENT LLC | COM | 1354 | $626,663 | 14,366 | 0.00 | 0.00 | 40 | 0.28 | 03-31-2024 |