Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISOR PARTNERS LLC | COM | 651 | $585,000 | 5,245 | 0.04 | 0.04 | 139 | 2.72 | 06-30-2022 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 652 | $1,117,722 | 5,240 | 0.00 | 0.00 | 189 | 3.74 | 03-31-2024 |
CIBC PRIVATE WEALTH GROUP LLC | COM | 653 | $1,112,208 | 5,229 | 0.00 | 0.00 | 274 | 5.53 | 03-31-2024 |
CULLEN/FROST BANKERS INC | DOMESTIC COMMON STOCK | 654 | $1,095,134 | 5,134 | 0.00 | 0.00 | 30 | 0.59 | 03-31-2024 |