Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | COM | 101 | $349,991 | 23,537 | 0.00 | 0.00 | 6,910 | 41.56 | 03-31-2024 |
OPTIMUM INVESTMENT ADVISORS | COM | 102 | $340,523 | 22,900 | 0.00 | 0.00 | 300 | 1.33 | 03-31-2024 |
CENTAURUS FINANCIAL INC | COM | 103 | $329,000 | 22,145 | 0.02 | 0.03 | 635 | 2.95 | 03-31-2024 |
COMERICA BANK | COMMON | 104 | $326,441 | 21,953 | 0.00 | 0.00 | 52 | 0.24 | 03-31-2024 |