Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JAMISON PRIVATE WEALTH MANAGEMENT INC | COM | 601 | $18,750 | 205 | 0.00 | 205 | +Inf | 03-31-2024 | |
BLUE TRUST INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -390 | -67.01 | 03-31-2024 |
BENJAMIN F EDWARDS & COMPANY INC | COM | 603 | $18,000 | 187 | 0.00 | 187 | +Inf | 03-31-2024 | |
TRUSTCORE FINANCIAL SERVICES LLC | COM | 604 | $7,000 | 170 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |