Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RHUMBLINE ADVISERS | COM | Liquidated | $0 | 0 | 0.00 | 167 | +Inf | 12-31-2023 | |
JONES FINANCIAL COMPANIES LLLP | FOREIGN | 402 | $2,827 | 156 | 0.00 | 156 | +Inf | 03-31-2024 | |
COLONIAL TRUST ADVISORS | Stock | 403 | $2,395 | 125 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GLOBAL RETIREMENT PARTNERS LLC | SHS | 404 | $1,993 | 110 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |