Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUNBELT SECURITIES INC | Stock | 551 | $93,810 | 1,419 | 0.00 | 0.00 | -23 | -1.60 | 06-30-2024 |
HILLTOP NATIONAL BANK | COM | 552 | $105,317 | 1,411 | 0.00 | 1,411 | +Inf | 03-31-2024 | |
WIPFLI FINANCIAL ADVISORS LLC | COM | 553 | $53,000 | 1,234 | 0.00 | 1,234 | +Inf | 09-30-2022 | |
SPIRE WEALTH MANAGEMENT | COM | 554 | $80,242 | 1,214 | 0.00 | 0.00 | -368 | -23.26 | 06-30-2024 |