Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GILLILAND JETER WEALTH MANAGEMENT LLC | COM | 2301 | $190,560 | 293 | 0.00 | 0.00 | -141 | -32.49 | 03-31-2024 |
CETERA TRUST COMPANY NA | COM | 2302 | $183,134 | 293 | 0.00 | 293 | +Inf | 12-31-2023 | |
JONES FINANCIAL COMPANIES LLLP | COM | 2303 | $180,634 | 289 | 0.00 | 0.00 | 39 | 15.60 | 12-31-2023 |
WESTERN PACIFIC WEALTH MANAGEMENT LP | Stock | 2304 | $173,758 | 278 | 0.00 | 0.00 | -9 | -3.14 | 12-31-2023 |