Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | COM | 551 | $22,946 | 502 | 0.00 | 0.00 | -8 | -1.57 | 03-31-2024 |
FRONT ROW ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.03 | 480 | 2526.32 | 12-31-2023 |
CENTRAL TRUST CO | COM | 553 | $22,074 | 483 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAITLIN JOHN LLC | COM | 554 | $20,208 | 474 | 0.00 | 474 | +Inf | 12-31-2023 |