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| Total: |
439 Portfolios |
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As
of
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| |
 Portfolio
Name |
# of Accounts |
Value |
% Daily Chg* |
Vision Pro Data as of 2nd Quarter End |
Assets |
|
|
Print Reports |
| View/Edit |
SMITH - JOHN AND MARY |
10 |
$162,580.90 |
 |
2.25% |
$23,545.87 |
24.17% |
|
|
|
|
| View/Edit |
SMITH - JOHN |
4 |
$85,052.13 |
|
2.39% |
|
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|
| View/Edit |
SMITH - MARY |
2 |
$21,250.75 |
 |
1.26% |
$3,650.31 |
52.78% |
|
|
|
|
| View/Edit |
SMITH - THE CHILDREN |
12 |
$5,352.25 |
|
2.33% |
$899.43 |
7.08% |
|
|
|
|
| View/Edit |
SMITH - THERESA JANE |
2 |
$70,352.71 |
|
1.82% |
$12,541.00 |
11.74% |
|
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|
| View/Edit |
SMITH JR. - JOHN |
2 |
$14,325.68 |
|
5.89% |
$2,000.65 |
34.65% |
|
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|
| View/Edit |
SORENSON -KELLY |
1 |
$82,889.42 |
|
3.38% |
|
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|
| View/Edit |
STEPHENSON - EILEEN |
3 |
$2,562.20 |
|
2.03% |
$377.98 |
19.90% |
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