Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | COM | 1151 | $884,887 | 5,421 | 0.00 | 0.00 | 775 | 16.68 | 03-31-2024 |
WEDBUSH SECURITIES INC | COM | 1152 | $869,000 | 5,418 | 0.04 | 0.04 | 41 | 0.76 | 12-31-2023 |
VERDENCE CAPITAL ADVISORS LLC | COM | 1153 | $882,794 | 5,409 | 0.00 | 0.00 | 3,025 | 126.89 | 03-31-2024 |
ARGENT TRUST CO | COMMON STOCK | 1154 | $882,373 | 5,406 | 0.00 | 0.00 | 294 | 5.75 | 03-31-2024 |