Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOODY NATIONAL BANK TRUST DIVISION | COM | Liquidated | $227,047 | 4,742 | 0.00 | 0.00 | 4,742 | +Inf | 03-31-2024 |
HARBOUR INVESTMENTS INC | COM | 702 | $194,871 | 4,723 | 0.00 | 0.00 | -9 | -0.19 | 12-31-2023 |
MOSAIC FINANCIAL GROUP LLC | COM | 703 | $225,000 | 4,689 | 0.18 | 4,689 | +Inf | 03-31-2024 | |
ASB CONSULTORES LLC | COM | 704 | $217,000 | 4,684 | 0.09 | 4,684 | +Inf | 03-31-2022 |