Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC | COM | 151 | $39,313 | 5,270 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | 152 | $38,372 | 5,144 | 0.00 | 0.00 | 674 | 15.08 | 03-31-2024 |
HOLLENCREST CAPITAL MANAGEMENT | CEF | 153 | $38,083 | 5,105 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PNC FINANCIAL SERVICES GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |