Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CUTLER GROUP LLC / CA | COM | 1951 | $19,000 | 382 | 0.01 | 0.00 | -204 | -34.81 | 03-31-2024 |
PACIFIC CENTER FOR FINANCIAL SERVICES | COM | 1952 | $18,065 | 360 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SUREVEST LLC | COM | 1953 | $21,000 | 357 | 0.01 | 0.00 | 335 | 1522.73 | 09-30-2022 |
JONES FINANCIAL COMPANIES LLLP | COM | 1954 | $17,914 | 357 | 0.00 | 0.00 | -74 | -17.17 | 03-31-2024 |