Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST ADVISORS | Stock | 1351 | $61,028 | 808 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DHJJ FINANCIAL ADVISORS LTD | CL A | 1352 | $58,852 | 803 | 0.00 | 0.00 | -6 | -0.74 | 03-31-2024 |
JONES FINANCIAL COMPANIES LLLP | COM | 1353 | $55,700 | 760 | 0.00 | 0.00 | 70 | 10.14 | 03-31-2024 |
ENDURANCE WEALTH MANAGEMENT INC | Stock | 1354 | $47,000 | 720 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2023 |