Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 2101 | $7,623 | 55 | 0.00 | 55 | +Inf | 03-31-2024 | |
BARRETT & COMPANY INC | COM | 2102 | $7,064 | 55 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NORTHWEST FINANCIAL ADVISORS | COM | 2103 | $7,441 | 54 | 0.00 | 0.00 | 44 | 440.00 | 03-31-2024 |
ASSET DEDICATION LLC | Equities | Liquidated | $0 | 0 | 0.00 | 50 | +Inf | 03-31-2024 |