Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BURLESON & COMPANY LLC | COM | 1551 | $2,000 | 11 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
JONES FINANCIAL COMPANIES LLLP | COM | 1552 | $1,454 | 11 | 0.00 | 11 | +Inf | 06-30-2024 | |
EAGLE BAY ADVISORS LLC | Stock | 1553 | $1,322 | 10 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
WFA ASSET MANAGEMENT CORP | COM | 1554 | $1,090 | 10 | 0.00 | 10 | +Inf | 09-30-2023 |