Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NOMURA ASSET MANAGEMENT CO LTD | COM | 601 | $17,000 | 89 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
HUNTINGTON NATIONAL BANK | COMMON STOCK | 602 | $33,304 | 76 | 0.00 | 0.00 | 40 | 111.11 | 12-31-2023 |
KB FINANCIAL PARTNERS LLC | COM | 603 | $25,000 | 63 | 0.01 | 0.01 | -39 | -38.24 | 09-30-2023 |
SPIRE WEALTH MANAGEMENT | COM | 604 | $36,855 | 63 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |