Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCIPAL SECURITIES INC | COM | 351 | $13,894 | 70 | 0.00 | 0.00 | -2 | -2.78 | 03-31-2024 |
FRONT ROW ADVISORS LLC | Stock | Liquidated | $11,314 | 57 | 0.00 | 0.00 | 57 | +Inf | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | 353 | $11,393 | 57 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SIGNATUREFD LLC | COM | 354 | $11,115 | 56 | 0.00 | 0.00 | 5 | 9.80 | 03-31-2024 |