Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CUMBERLAND PARTNERS LTD | COM | 801 | $752,455 | 5,500 | 0.00 | 5,500 | +Inf | 12-31-2023 | |
WETHERBY ASSET MANAGEMENT INC | COM | 802 | $713,227 | 5,499 | 0.00 | 0.00 | -725 | -11.65 | 06-30-2023 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT INC | COM | 803 | $751,361 | 5,492 | 0.00 | 5,492 | +Inf | 12-31-2023 | |
MOODY NATIONAL BANK TRUST DIVISION | COM | 804 | $727,562 | 5,484 | 0.00 | 0.00 | 119 | 2.22 | 03-31-2024 |