Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RAKUTEN SECURITIES INC | CL A | 951 | $52,395 | 4,564 | 0.00 | 4,564 | +Inf | 03-31-2024 | |
SUNBELT SECURITIES INC | Stock | Liquidated | $0 | 0 | 0.00 | 4,500 | +Inf | 03-31-2024 | |
BENJAMIN F EDWARDS & COMPANY INC | CL A | 953 | $48,000 | 4,200 | 0.00 | 0.00 | -100 | -2.33 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | CL A | 954 | $47,246 | 4,116 | 0.00 | 0.00 | -6,141 | -59.87 | 03-31-2024 |