Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 701 | $3,788 | 52 | 0.00 | 0.00 | -36 | -40.91 | 03-31-2024 |
TOWER VIEW WEALTH MANAGEMENT LLC | COM | 702 | $3,702 | 51 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JFS WEALTH ADVISORS LLC | COM | 703 | $3,716 | 51 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JONES FINANCIAL COMPANIES LLLP | COM | Liquidated | $0 | 0 | 0.00 | 50 | +Inf | 03-31-2024 |