Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 751 | $17,703 | 408 | 0.00 | 0.00 | -257 | -38.65 | 03-31-2024 |
IAG WEALTH PARTNERS LLC | Common Stock | 752 | $17,360 | 400 | 0.00 | 400 | +Inf | 03-31-2024 | |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 753 | $21,000 | 396 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2021 |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 754 | $16,783 | 386 | 0.00 | 0.00 | -97 | -20.08 | 03-31-2024 |