Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOUND INCOME STRATEGIES LLC | COM | 601 | $22,100 | 213 | 0.00 | 0.00 | 4 | 1.91 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | 602 | $21,743 | 210 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRINCIPAL SECURITIES INC | COM | 603 | $21,640 | 209 | 0.00 | 0.00 | 179 | 596.67 | 03-31-2024 |
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM | 604 | $53,000 | 203 | 0.01 | 0.01 | -3 | -1.46 | 12-31-2021 |