Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JOHNSON FINANCIAL GROUP INC | COM | 1701 | $12,241 | 331 | 0.00 | 331 | +Inf | 12-31-2023 | |
BENJAMIN EDWARDS INC | COM | 1702 | $12,000 | 328 | 0.00 | 0.00 | -68 | -17.17 | 03-31-2024 |
LENOX WEALTH ADVISORS LLC | COM | 1703 | $13,000 | 323 | 0.00 | 0.00 | 19 | 6.25 | 03-31-2022 |
WEBSTER BANK N A | COM | 1704 | $11,697 | 317 | 0.00 | 0.00 | -200 | -38.68 | 03-31-2024 |