Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JFS WEALTH ADVISORS LLC | COM | 201 | $34,050 | 1,105 | 0.00 | 0.00 | 9 | 0.82 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | 202 | $28,921 | 939 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE TRUST CO NA | Com | 203 | $23,948 | 778 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GPS WEALTH STRATEGIES GROUP LLC | MF Closed and MF Open | 204 | $21,807 | 708 | 0.00 | 0.00 | 6 | 0.85 | 03-31-2024 |