Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOODY NATIONAL BANK TRUST DIVISION | COM | 351 | $803,217 | 23,329 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WETHERBY ASSET MANAGEMENT INC | COM | 352 | $678,641 | 23,083 | 0.00 | 0.00 | 53 | 0.23 | 06-30-2023 |
PNC FINANCIAL SERVICES GROUP INC | COM | 353 | $691,962 | 22,732 | 0.00 | 0.00 | -3,721 | -14.07 | 12-31-2023 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS INC | COM | 354 | $775,628 | 22,528 | 0.00 | 0.00 | -10,912 | -32.63 | 03-31-2024 |