Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ABLES IANNONE MOORE & ASSOCIATES INC | Stock | 851 | $3,423 | 50 | 0.00 | 50 | +Inf | 12-31-2023 | |
BLUE BELL PRIVATE WEALTH MANAGEMENT LLC | Stock | 852 | $3,711 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 853 | $3,682 | 50 | 0.00 | 50 | +Inf | 03-31-2024 | |
AMERICAN PORTFOLIOS ADVISORS | COM | 854 | $2,810 | 49 | 0.00 | 49 | +Inf | 09-30-2022 |