Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONCOURSE FINANCIAL GROUP SECURITIES INC | COM | 451 | $3,393 | 112 | 0.00 | 0.00 | -27 | -19.42 | 09-30-2023 |
VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC | COM | 452 | $3,501 | 100 | 0.00 | 100 | +Inf | 12-31-2023 | |
CAROLINAS WEALTH CONSULTING LLC | COM | 453 | $3,326 | 95 | 0.00 | 0.00 | -6 | -5.94 | 12-31-2023 |
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 454 | $3,181 | 88 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |