Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCIPAL STREET PARTNERS LLC | Common stock | 801 | $246,775 | 2,196 | 0.00 | 0.00 | -32 | -1.44 | 03-31-2024 |
SIGNAL ADVISORS WEALTH LLC | COM | 802 | $243,696 | 2,190 | 0.00 | 2,190 | +Inf | 12-31-2023 | |
MOODY NATIONAL BANK TRUST DIVISION | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 33 | 1.53 | 12-31-2023 |
BRINKER CAPITAL INVESTMENTS LLC | COM | 804 | $257,161 | 2,188 | 0.00 | 0.01 | -183 | -7.72 | 12-31-2022 |