Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JFS WEALTH ADVISORS LLC | COM | 601 | $2,513 | 36 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
PRINCIPAL SECURITIES INC | COM | 602 | $2,303 | 33 | 0.00 | 0.00 | 11 | 50.00 | 06-30-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 603 | $2,234 | 32 | 0.00 | 0.00 | 25 | 357.14 | 06-30-2024 |
WHITTIER TRUST CO OF NEVADA INC | US MID-CAP EQUITIES | 604 | $2,328 | 30 | 0.00 | 0.00 | 1 | 3.45 | 03-31-2024 |