Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST FOUNDATION ADVISORS | COM | 1401 | $242,186 | 1,549 | 0.00 | 0.00 | -26 | -1.65 | 09-30-2023 |
SMITH SALLEY & ASSOCIATES | COM | 1402 | $269,287 | 1,547 | 0.00 | 1,547 | +Inf | 12-31-2023 | |
BBVA USA | COM | 1403 | $152,000 | 1,545 | 0.01 | 0.01 | -19 | -1.21 | 09-30-2021 |
GLENVIEW TRUST CO | COM | 1404 | $268,369 | 1,542 | 0.00 | 0.00 | -77 | -4.76 | 12-31-2023 |