Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JONES FINANCIAL COMPANIES LLLP | COM | 1651 | $14,241 | 91 | 0.00 | 0.00 | 57 | 167.65 | 03-31-2024 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | -5 | -5.38 | 12-31-2023 |
BELL INVESTMENT ADVISORS INC | COM | 1653 | $13,772 | 88 | 0.00 | 0.00 | 27 | 44.26 | 03-31-2024 |
CENTER FOR FINANCIAL PLANNING INC | COM | 1654 | $13,615 | 87 | 0.00 | 0.00 | 11 | 14.47 | 03-31-2024 |