Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 3701 | $54,992 | 3,277 | 0.00 | 3,277 | +Inf | 12-31-2023 | |
GW&K INVESTMENT MANAGEMENT LLC | COMMON | 3702 | $54,000 | 3,225 | 0.00 | 0.00 | 248 | 8.33 | 12-31-2023 |
MARATHON TRADING INVESTMENT MANAGEMENT LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 3,200 | +Inf | 12-31-2023 | |
LIFESTEPS FINANCIAL INC | Stock | 3704 | $55,695 | 3,164 | 0.00 | 3,164 | +Inf | 03-31-2024 |