Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LINDBROOK CAPITAL LLC | REIT | 551 | $6,281 | 474 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STRATEGIC ASSET MANAGEMENT LLC | COM USD0.01 | 552 | $6,000 | 470 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2022 |
SPIRE WEALTH MANAGEMENT | COM | 553 | $5,912 | 446 | 0.00 | 446 | +Inf | 03-31-2024 | |
PSI ADVISORS LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 12 | 2.89 | 03-31-2024 |