Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMALGAMATED BANK | COM | 301 | $19,000 | 897 | 0.00 | 0.00 | -1,367 | -60.38 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | CL A | 302 | $15,714 | 744 | 0.00 | 0.00 | 5 | 0.68 | 03-31-2024 |
CARMEL CAPITAL PARTNERS LLC | CL A | Liquidated | $0 | 0 | 0.00 | 611 | +Inf | 03-31-2024 | |
CIBC PRIVATE WEALTH GROUP LLC | CL A | 304 | $12,669 | 604 | 0.00 | 604 | +Inf | 03-31-2024 |