Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 1251 | $2,411 | 36 | 0.00 | 36 | +Inf | 12-31-2023 | |
GENEOS WEALTH MANAGEMENT INC | COM | 1252 | $2,761 | 35 | 0.00 | 0.00 | 22 | 169.23 | 03-31-2024 |
SOUTHSTATE CORP | Com | Liquidated | $0 | 0 | 0.00 | 32 | +Inf | 03-31-2024 | |
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 1254 | $2,000 | 30 | 0.00 | 0.00 | -29 | -49.15 | 03-31-2024 |