Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | COM | 1101 | $22,826 | 629 | 0.00 | 0.00 | 5 | 0.80 | 03-31-2024 |
PINNACLE WEALTH ADVISORS | COM | 1102 | $28,000 | 600 | 0.00 | 600 | +Inf | 06-30-2021 | |
LIVFORSAKRINGSBOLAGET SKANDIA OMSESIDIGT | COM | 1103 | $21,768 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GRADIENT INVESTMENTS LLC | COM | 1104 | $20,682 | 570 | 0.00 | 0.00 | -1,555 | -73.18 | 03-31-2024 |