Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CULLEN/FROST BANKERS INC | DOMESTIC REITS | 901 | $4,651 | 19 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEWEDGE ADVISORS LLC | Common Stock | 902 | $4,689 | 19 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ANCHOR INVESTMENT MANAGEMENT LLC | REIT | 903 | $4,162 | 17 | 0.00 | 17 | +Inf | 03-31-2024 | |
AVIOR WEALTH MANAGEMENT LLC | REIT | 904 | $3,916 | 16 | 0.00 | 0.00 | 13 | 433.33 | 03-31-2024 |