Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IHT WEALTH MANAGEMENT LLC | COM | 1101 | $717,585 | 12,387 | 0.00 | 0.00 | -1,678 | -11.93 | 03-31-2024 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | COM | 1102 | $716,846 | 12,374 | 0.00 | 12,374 | +Inf | 03-31-2024 | |
INTERSECT CAPITAL LLC | COM | 1103 | $638,000 | 12,366 | 0.19 | 0.18 | -2,475 | -16.68 | 06-30-2022 |
SPIRE WEALTH MANAGEMENT | COM | 1104 | $715,849 | 12,357 | 0.00 | 0.00 | -315 | -2.49 | 03-31-2024 |