Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCGLONE SUTTNER WEALTH MANAGEMENT INC | CL A | Liquidated | $0 | 0 | 0.00 | 378 | +Inf | 03-31-2024 | |
SPIRE WEALTH MANAGEMENT | CL A | 502 | $39,499 | 315 | 0.00 | 0.00 | 107 | 51.44 | 03-31-2024 |
LGT FINANCIAL ADVISORS LLC | CL A | 503 | $37,348 | 298 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | CL A | 504 | $34,967 | 279 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |