Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | -2,086 | -50.35 | 12-31-2023 |
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 2302 | $200,077 | 2,056 | 0.00 | 2,056 | +Inf | 12-31-2023 | |
SNS FINANCIAL GROUP LLC | COM | 2303 | $233,079 | 2,055 | 0.00 | 2,055 | +Inf | 03-31-2024 | |
TOLLESON WEALTH MANAGEMENT INC | Stock | 2304 | $200,000 | 2,052 | 0.04 | 2,052 | +Inf | 12-31-2023 |