Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | COM | 751 | $9,629 | 15 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CREWE ADVISORS LLC | COM | 752 | $8,187 | 14 | 0.00 | 14 | +Inf | 12-31-2023 | |
BERMAN CAPITAL ADVISORS LLC | Stock | 753 | $6,000 | 13 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
CAITLIN JOHN LLC | COM | 754 | $7,629 | 13 | 0.00 | 13 | +Inf | 12-31-2023 |