Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | COM | 101 | $236,000 | 14,580 | 0.02 | 0.01 | 2,300 | 18.73 | 09-30-2021 |
SPIRE WEALTH MANAGEMENT | COM | 102 | $177,146 | 14,461 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WHEELHOUSE ADVISORY GROUP LLC | COM | 103 | $171,879 | 14,030 | 0.00 | 0.00 | -70 | -0.50 | 03-31-2024 |
KESTRA ADVISORY SERVICES LLC | COM | 104 | $171,551 | 14,004 | 0.00 | 14,004 | +Inf | 03-31-2024 |