Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JONES FINANCIAL COMPANIES LLLP | COM | 651 | $15,128 | 84 | 0.00 | 0.00 | 25 | 42.37 | 03-31-2024 |
NEWEDGE ADVISORS LLC | Common Stock | 652 | $14,800 | 82 | 0.00 | 0.00 | -145 | -63.88 | 03-31-2024 |
CREWE ADVISORS LLC | COM | 653 | $11,842 | 80 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ANCORA ADVISORS LLC | COM | 654 | $11,002 | 77 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |