Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 108 | +Inf | 03-31-2024 | |
CONCORD WEALTH PARTNERS | COM | Liquidated | $0 | 0 | 0.00 | 106 | +Inf | 03-31-2024 | |
AVIOR WEALTH MANAGEMENT LLC | Stock | 653 | $7,539 | 102 | 0.00 | 102 | +Inf | 03-31-2024 | |
JFS WEALTH ADVISORS LLC | COM | 654 | $7,171 | 97 | 0.00 | 0.00 | -1 | -1.02 | 03-31-2024 |