Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVINGTON CAPITAL MANAGEMENT | COM | 701 | $2,000 | 39 | 0.00 | 0.00 | -36 | -48.00 | 06-30-2022 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JPMORGAN CHASE & CO | RET | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 704 | $2,010 | 30 | 0.00 | 0.00 | 9 | 42.86 | 12-31-2023 |