Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | COM | 701 | $72,952 | 983 | 0.00 | 0.00 | 57 | 6.16 | 03-31-2024 |
CULLEN/FROST BANKERS INC | DOMESTIC COMMON STOCK | 702 | $72,726 | 980 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
M&R CAPITAL MANAGEMENT INC | Stock | 703 | $66,952 | 902 | 0.00 | 0.00 | 502 | 125.50 | 03-31-2024 |
ARCHER INVESTMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 900 | +Inf | 03-31-2024 |