Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRAIRIEVIEW PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.02 | 0.02 | 5 | 0.28 | 12-31-2023 |
SILVANT CAPITAL MANAGEMENT LLC | COM | 702 | $135,112 | 1,808 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
IFP ADVISORS INC | cs | 703 | $128,810 | 1,793 | 0.00 | 0.00 | -672 | -27.26 | 12-31-2023 |
CULLEN/FROST BANKERS INC | DOMESTIC COMMON STOCK | 704 | $133,841 | 1,791 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |