Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INDEPENDENT ADVISOR ALLIANCE | COM | 451 | $699,070 | 7,008 | 0.00 | 0.00 | -9 | -0.13 | 03-31-2024 |
CULLEN/FROST BANKERS INC | DOMESTIC COMMON STOCK | 452 | $698,250 | 7,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAPTRUST FINANCIAL ADVISORS | Stock | 453 | $691,866 | 6,936 | 0.00 | 6,936 | +Inf | 03-31-2024 | |
CAPSTONE INVESTMENT ADVISORS LLC | COM | 454 | $425,555 | 6,905 | 0.00 | 6,905 | +Inf | 09-30-2023 |