Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | COM | 701 | $5,770 | 66 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | COM | 702 | $5,130 | 64 | 0.00 | 0.00 | 29 | 82.86 | 12-31-2023 |
SUTTON WEALTH ADVISORS INC | Stock | 703 | $4,630 | 63 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
SACHETTA LLC | COM | 704 | $4,970 | 62 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |