Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | COM | 951 | $15,456 | 36 | 0.00 | 0.00 | 1 | 2.86 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 11 | 45.83 | 03-31-2024 |
OPEROSE ADVISORS LLC | COMMON | 953 | $14,597 | 34 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEBSTER BANK N A | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |