Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VIRTUS ETF ADVISERS LLC | COM | 101 | $464,242 | 36,497 | 0.00 | 0.00 | 9,928 | 37.37 | 12-31-2023 |
SPIRE WEALTH MANAGEMENT | COM | 102 | $461,505 | 36,425 | 0.00 | 0.00 | 3,212 | 9.67 | 03-31-2024 |
REUTER JAMES WEALTH MANAGEMENT LLC | COM | 103 | $436,283 | 34,299 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC | COM | 104 | $421,660 | 33,518 | 0.00 | 0.05 | -392,834 | -92.14 | 03-31-2024 |