Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUMMIT FINANCIAL LLC | Common Stock | 801 | $936,347 | 10,875 | 0.00 | 0.00 | -13 | -0.12 | 03-31-2024 |
HARBOR CAPITAL ADVISORS INC | COM | 802 | $875,227 | 10,776 | 0.00 | 0.00 | 52 | 0.48 | 12-31-2023 |
HANCOCK WHITNEY CORP | COM | 803 | $874,819 | 10,771 | 0.00 | 0.00 | -31 | -0.29 | 12-31-2023 |
FIRST DALLAS SECURITIES INC | COM | 804 | $927,000 | 10,766 | 0.43 | 0.13 | 7,541 | 233.83 | 03-31-2024 |