Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRANITE INVESTMENT ADVISORS LLC | Common Stock | 2151 | $227,000 | 2,414 | 0.04 | 0.04 | -200 | -7.65 | 09-30-2021 |
SOLTIS INVESTMENT ADVISORS LLC | COM | 2152 | $273,673 | 2,413 | 0.00 | 0.00 | 51 | 2.16 | 03-31-2024 |
TEXAS CAPITAL BANCSHARES INC/TX | COM | 2153 | $232,637 | 2,409 | 0.00 | 2,409 | +Inf | 09-30-2023 | |
ARS WEALTH ADVISORS GROUP LLC | COM | 2154 | $234,060 | 2,404 | 0.00 | 2,404 | +Inf | 12-31-2023 |