Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | COM PAR $1 | 601 | $183,132 | 3,114 | 0.00 | 0.00 | 579 | 22.84 | 03-31-2024 |
HARBOUR INVESTMENTS INC | COM PAR $1 | 602 | $164,709 | 3,053 | 0.00 | 0.00 | 807 | 35.93 | 12-31-2023 |
NALLS SHERBAKOFF GROUP LLC | COM PAR $1 | 603 | $156,266 | 2,896 | 0.00 | 0.00 | 11 | 0.38 | 12-31-2023 |
GAMMA INVESTING LLC | Common Stock | 604 | $164,228 | 2,793 | 0.00 | 0.00 | 940 | 50.73 | 03-31-2024 |