Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JONES FINANCIAL COMPANIES LLLP | COM | 1051 | $2,332 | 8 | 0.00 | 0.00 | -3 | -27.27 | 03-31-2024 |
AVION WEALTH | COM | 1052 | $3,000 | 7 | 0.00 | 0.00 | -2 | -22.22 | 03-31-2024 |
COLONIAL TRUST ADVISORS | Stock | 1053 | $1,558 | 6 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | COMMON | 1054 | $1,242 | 6 | 0.00 | 6 | +Inf | 03-31-2023 |