Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMITHFIELD TRUST CO | COM | 901 | $16,000 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 902 | $15,612 | 38 | 0.00 | 38 | +Inf | 03-31-2024 | |
TYLER-STONE WEALTH MANAGEMENT | COM | Liquidated | $0 | 0 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
MV CAPITAL MANAGEMENT INC | COM | 904 | $15,612 | 38 | 0.00 | 0.00 | 3 | 8.57 | 03-31-2024 |