Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FAYEZ SAROFIM & CO | COM | 451 | $1,019,753 | 23,826 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
CETERA INVESTMENT ADVISERS | COM | 452 | $869,701 | 23,627 | 0.00 | 0.00 | -27,515 | -53.80 | 12-31-2023 |
LEGACY CAPITAL GROUP CALIFORNIA INC | COM | 453 | $842,360 | 22,884 | 0.00 | 0.00 | 1,160 | 5.34 | 12-31-2023 |
ADVISORY SERVICES NETWORK LLC | Stock | 454 | $1,079,725 | 22,741 | 0.00 | 0.00 | 13,408 | 143.66 | 03-31-2024 |