Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | COM | 601 | $7,557 | 47 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 602 | $7,000 | 46 | 0.00 | 0.00 | 13 | 39.39 | 09-30-2021 |
FINTRUST CAPITAL ADVISORS LLC | COM | 603 | $7,397 | 46 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SOUND INCOME STRATEGIES LLC | COM | 604 | $6,753 | 42 | 0.00 | 42 | +Inf | 03-31-2024 |