Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LOOMIS SAYLES & CO L P | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | 35 | 46.67 | 03-31-2024 |
BELL INVESTMENT ADVISORS INC | COM | 552 | $15,910 | 95 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 553 | $12,225 | 73 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 554 | $11,898 | 71 | 0.00 | 71 | +Inf | 03-31-2024 |