Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LOOMIS SAYLES & CO L P | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | -8 | -5.19 | 03-31-2024 |
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 1302 | $11,894 | 145 | 0.00 | 0.00 | 121 | 504.17 | 03-31-2024 |
RETIREMENT GROUP LLC | COM | 1303 | $11,648 | 142 | 0.00 | 0.00 | 105 | 283.78 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 20 | 16.67 | 03-31-2024 |