Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JONES FINANCIAL COMPANIES LLLP | COM | 1151 | $22,104 | 49 | 0.00 | 0.00 | 6 | 13.95 | 12-31-2023 |
RESURGENT FINANCIAL ADVISORS LLC | COM | 1152 | $21,202 | 47 | 0.00 | 47 | +Inf | 12-31-2023 | |
SPIRE WEALTH MANAGEMENT | COM | 1153 | $22,053 | 46 | 0.00 | 0.00 | 7 | 17.95 | 03-31-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 1154 | $20,497 | 43 | 0.00 | 43 | +Inf | 03-31-2024 |