Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 1 | 1.30 | 12-31-2023 |
HEXAGON CAPITAL PARTNERS LLC | Stock | 1052 | $6,669 | 75 | 0.00 | 0.00 | -37 | -33.04 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | 1053 | $6,570 | 74 | 0.00 | 0.00 | 39 | 111.43 | 03-31-2024 |
MCF ADVISORS LLC | COM | Liquidated | $6,636 | 74 | 0.00 | 0.00 | 74 | +Inf | 03-31-2024 |