Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LBMC INVESTMENT ADVISORS LLC | COM | 251 | $841,967 | 9,902 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MOODY NATIONAL BANK TRUST DIVISION | COM | 252 | $837,120 | 9,845 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CONCURRENT INVESTMENT ADVISORS LLC | COM | 253 | $820,207 | 9,713 | 0.00 | 9,713 | +Inf | 12-31-2023 | |
COMMONWEALTH EQUITY SERVICES LLC | COM | 254 | $817,000 | 9,613 | 0.00 | 0.00 | -133 | -1.36 | 03-31-2024 |