Institutional Owners for IT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MOODY NATIONAL BANK TRUST DIVISION | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -19 | -2.24 | 12-31-2023 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | COM | 852 | $393,253 | 825 | 0.00 | 0.00 | -500 | -37.74 | 03-31-2024 |
| RIVERWATER PARTNERS LLC | COM | 853 | $281,417 | 819 | 0.00 | 0.00 | -114 | -12.22 | 09-30-2023 |
| OPAL WEALTH ADVISORS LLC | COM | 854 | $389,440 | 817 | 0.00 | 0.00 | 14 | 1.74 | 03-31-2024 |
