Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCIPAL SECURITIES INC | COM | 601 | $7,578 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PNC MANAGED ACCOUNT SOLUTIONS INC | COM | 602 | $26,000 | 567 | 0.01 | 567 | +Inf | 06-30-2021 | |
SPIRE WEALTH MANAGEMENT | COM | 603 | $6,479 | 513 | 0.00 | 0.00 | 50 | 10.80 | 03-31-2024 |
ST GERMAIN D J CO INC | Stock | 604 | $6,315 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |