Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROTHSCHILD INVESTMENT LLC | Stock | 901 | $3,565 | 16 | 0.00 | 16 | +Inf | 03-31-2024 | |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 902 | $2,730 | 16 | 0.00 | 0.00 | -3 | -15.79 | 06-30-2024 |
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 903 | $2,829 | 16 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 904 | $5,000 | 15 | 0.00 | 0.00 | -56 | -78.87 | 09-30-2021 |