Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DINUZZO PRIVATE WEALTH INC | COM | 1851 | $10,332 | 88 | 0.00 | 88 | +Inf | 03-31-2024 | |
MORTON BROWN FAMILY WEALTH LLC | Stock | 1852 | $9,979 | 85 | 0.00 | 85 | +Inf | 03-31-2024 | |
HIGHLANDER CAPITAL MANAGEMENT LLC | Equities | 1853 | $8,815 | 85 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
JONES FINANCIAL COMPANIES LLLP | COM | 1854 | $8,712 | 84 | 0.00 | 84 | +Inf | 12-31-2023 |