Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 1151 | $2,773 | 14 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NALLS SHERBAKOFF GROUP LLC | COM | 1152 | $2,409 | 14 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 1153 | $1,892 | 11 | 0.00 | 11 | +Inf | 12-31-2023 | |
GENEOS WEALTH MANAGEMENT INC | COM | 1154 | $2,178 | 11 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |