Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | CL A | 1001 | $23,620 | 109 | 0.00 | 0.00 | -37 | -25.34 | 03-31-2024 |
CAPITAL ANALYSTS LLC | CL A | 1002 | $26,000 | 104 | 0.00 | 0.00 | 17 | 19.54 | 12-31-2023 |
CARROLL FINANCIAL ASSOCIATES INC | REIT | 1003 | $38,000 | 101 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
EVERSOURCE WEALTH ADVISORS LLC | REIT | 1004 | $24,107 | 95 | 0.00 | 0.00 | 29 | 43.94 | 12-31-2023 |