Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CULLEN/FROST BANKERS INC | DOMESTIC REITS | 351 | $9,941 | 448 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
HUNTINGTON NATIONAL BANK | COMMON STOCK | 352 | $10,130 | 414 | 0.00 | 0.00 | 232 | 127.47 | 03-31-2024 |
PIERSHALE FINANCIAL GROUP INC | COM | 353 | $10,516 | 414 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
KINGS POINT CAPITAL MANAGEMENT | COM | 354 | $11,000 | 380 | 0.00 | 380 | +Inf | 12-31-2021 |