Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE PLANNING GROUP LLC | Common Stock | 1851 | $29,293 | 147 | 0.00 | 0.00 | -28 | -16.00 | 03-31-2024 |
ZRC WEALTH MANAGEMENT LLC | COM | 1852 | $30,280 | 147 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JONES FINANCIAL COMPANIES LLLP | COM | 1853 | $30,073 | 146 | 0.00 | 0.00 | -106 | -42.06 | 03-31-2024 |
L2 ASSET MANAGEMENT LLC | COM | 1854 | $270,607 | 144 | 0.00 | 0.00 | -1,134 | -88.73 | 09-30-2023 |