Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLWORTH FINANCIAL LP | COM | 351 | $535,173 | 4,619 | 0.00 | 0.00 | 8 | 0.17 | 06-30-2023 |
CIBC WORLD MARKETS CORP | COM | 352 | $642,757 | 4,467 | 0.00 | 4,467 | +Inf | 03-31-2024 | |
PICTET ASSET MANAGEMENT LTD | COM | 353 | $627,000 | 4,454 | 0.00 | 0.00 | -646 | -12.67 | 06-30-2021 |
MOODY NATIONAL BANK TRUST DIVISION | COM | 354 | $631,965 | 4,392 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |