Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEARSTEAD TRUST LLC | SHS | Liquidated | $0 | 0 | 0.00 | 400 | +Inf | 03-31-2024 | |
JFS WEALTH ADVISORS LLC | SHS | 202 | $14,424 | 383 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
JNBA FINANCIAL ADVISORS | SHS | 203 | $13,520 | 359 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
BENJAMIN EDWARDS INC | SHS | Liquidated | $0 | 0 | 0.00 | 300 | +Inf | 06-30-2024 |