Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | CL A | 1101 | $120,929 | 3,488 | 0.00 | 0.00 | -437 | -11.13 | 03-31-2024 |
COLUMN CAPITAL ADVISORS LLC | Stock | 1102 | $91,524 | 3,386 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | COM | 1103 | $116,075 | 3,348 | 0.00 | 0.00 | 543 | 19.36 | 03-31-2024 |
GREENWOOD GEARHART INC | Stock | Liquidated | $0 | 0 | 0.00 | 3,345 | +Inf | 03-31-2024 |