Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARRETT & COMPANY INC | COM | 1651 | $16,154 | 150 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 1652 | $16,098 | 149 | 0.00 | 149 | +Inf | 12-31-2023 | |
LEE FINANCIAL CO | COM | 1653 | $15,626 | 149 | 0.00 | 0.00 | 49 | 49.00 | 09-30-2023 |
CAPITAL ADVISORS LTD LLC | COM | 1654 | $17,000 | 141 | 0.00 | 0.00 | 5 | 3.68 | 03-31-2024 |