Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATWOOD & PALMER INC | COM | Liquidated | $20,806 | 200 | 0.00 | 0.00 | 200 | +Inf | 03-31-2024 |
ALLWORTH FINANCIAL LP | CL A | 452 | $15,544 | 200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
ATWOOD & PALMER INC | CL A | Liquidated | $0 | 0 | 0.00 | 200 | +Inf | 03-31-2024 | |
SALEM INVESTMENT COUNSELORS INC | CL A | 454 | $20,806 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |