Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | COM | 1151 | $5,564,232 | 45,474 | 0.00 | 0.00 | -336 | -0.73 | 03-31-2024 |
INSIGNEO ADVISORY SERVICES LLC | COM | 1152 | $4,112,757 | 45,402 | 0.00 | 0.00 | 26,549 | 140.82 | 12-31-2023 |
PRINCIPAL SECURITIES INC | COM | 1153 | $4,098,267 | 45,390 | 0.00 | 45,390 | +Inf | 12-31-2023 | |
SAVANT CAPITAL LLC | COM | 1154 | $4,089,794 | 45,296 | 0.00 | 0.00 | -772 | -1.68 | 12-31-2023 |