Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 901 | $84,323 | 375 | 0.00 | 375 | +Inf | 03-31-2024 | |
B RILEY WEALTH MANAGEMENT INC | COM | 902 | $20,734,000 | 375 | 0.02 | 375 | +Inf | 06-30-2022 | |
CREDIT AGRICOLE S A | COM | 903 | $71,841 | 368 | 0.00 | 368 | +Inf | 03-31-2024 | |
PRIVATE TRUST CO NA | Com | 904 | $80,950 | 360 | 0.00 | 0.00 | 238 | 195.08 | 03-31-2024 |