Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 1151 | $1,545,680 | 5,155 | 0.00 | 0.00 | 3,797 | 279.60 | 06-30-2024 |
MENDEL CAPITAL MANAGEMENT LLC | COM | 1152 | $1,541,429 | 5,141 | 0.00 | 0.00 | -142 | -2.69 | 06-30-2024 |
IFP ADVISORS INC | cs | 1153 | $1,534,933 | 5,119 | 0.00 | 0.00 | 3,407 | 199.01 | 06-30-2024 |
CI INVESTMENTS INC | COM | 1154 | $1,533,000 | 5,113 | 0.01 | 0.01 | 106 | 2.12 | 06-30-2024 |