Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | COM | 701 | $4,351 | 33 | 0.00 | 0.00 | -3 | -8.33 | 06-30-2024 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 702 | $4,219 | 32 | 0.00 | 0.00 | -1 | -3.03 | 06-30-2024 |
LRI INVESTMENTS LLC | Stock | 703 | $4,087 | 31 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
PARALLEL ADVISORS LLC | Stock | 704 | $3,824 | 29 | 0.00 | 0.00 | -6 | -17.14 | 06-30-2024 |