Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UMB BANK NA | COM | 651 | $13,683 | 307 | 0.00 | 0.00 | 33 | 12.04 | 03-31-2024 |
ADVISORNET FINANCIAL INC | Stock | 652 | $13,326 | 299 | 0.00 | 0.00 | -4 | -1.32 | 03-31-2024 |
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 653 | $12,435 | 279 | 0.00 | 0.00 | 250 | 862.07 | 03-31-2024 |
COVESTOR LTD | COMMON | 654 | $12,000 | 276 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |