Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JONES FINANCIAL COMPANIES LLLP | COM | 1251 | $256,391 | 1,780 | 0.00 | 0.00 | -520 | -22.61 | 03-31-2024 |
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | COM | 1252 | $202,005 | 1,774 | 0.00 | 0.00 | -350 | -16.48 | 06-30-2023 |
RANCH CAPITAL ADVISORS INC | COM | 1253 | $252,333 | 1,752 | 0.00 | 0.00 | 1 | 0.06 | 03-31-2024 |
ALPS ADVISORS INC | COM | 1254 | $252,214 | 1,751 | 0.00 | 0.00 | -240 | -12.05 | 03-31-2024 |