Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONCORD WEALTH PARTNERS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,143 | 23811.11 | 03-31-2024 |
MJP ASSOCIATES INC /ADV | COM | Liquidated | $0 | 0 | 0.08 | 0.08 | 0 | 0.00 | 12-31-2023 |
SPIRE WEALTH MANAGEMENT | COM | 603 | $159,530 | 1,999 | 0.00 | 0.00 | -235 | -10.52 | 03-31-2024 |
FEDERATED HERMES INC | COM | 604 | $133,916 | 1,949 | 0.00 | 1,949 | +Inf | 12-31-2023 |