Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | COM NEW | 1451 | $7,524 | 69 | 0.00 | 0.00 | -650 | -90.40 | 06-30-2024 |
ZIONS BANCORPORATION NA | Com | 1452 | $7,197 | 66 | 0.00 | 0.00 | -19 | -22.35 | 06-30-2024 |
JANICZEK WEALTH MANAGEMENT LLC | COM NEW | 1453 | $7,088 | 65 | 0.00 | 0.00 | -131 | -66.84 | 06-30-2024 |
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.01 | -215 | -77.06 | 03-31-2023 |