Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE CAPITAL GROUP LLC | Common Stock | 651 | $77,000 | 437 | 0.02 | 0.02 | -2 | -0.46 | 06-30-2021 |
BLUE TRUST INC | COM | 652 | $161,256 | 399 | 0.00 | 0.00 | -166 | -29.38 | 03-31-2024 |
STEPHENS INC /AR/ | COM | 653 | $152,365 | 377 | 0.00 | 0.00 | 293 | 348.81 | 03-31-2024 |
BENJAMIN EDWARDS INC | COM | 654 | $151,000 | 373 | 0.03 | 0.02 | 15 | 4.19 | 03-31-2024 |