Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEY FINANCIAL INC | COM | 1151 | $15,117 | 128 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
C M BIDWELL & ASSOCIATES LTD | COM | 1152 | $9,000 | 128 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2022 |
LOOMIS SAYLES & CO L P | COMMON | Liquidated | $16,000 | 126 | 0.00 | 0.00 | 126 | +Inf | 06-30-2024 |
JNBA FINANCIAL ADVISORS | COM | 1154 | $16,188 | 125 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |