Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | COM | 1251 | $166,573 | 1,264 | 0.00 | 0.00 | -62 | -4.68 | 03-31-2024 |
MAI CAPITAL MANAGEMENT | CS | 1252 | $332,000 | 1,255 | 0.01 | 1,255 | +Inf | 09-30-2022 | |
CIGNA INVESTMENTS INC /NEW | Common Stock | Liquidated | $0 | 0 | 0.05 | 0.06 | -169 | -11.89 | 03-31-2024 |
QUADRANT CAPITAL GROUP LLC | COM | 1254 | $180,312 | 1,248 | 0.00 | 0.00 | 426 | 51.82 | 12-31-2023 |