Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LRI INVESTMENTS LLC | REIT | 751 | $11,209 | 317 | 0.00 | 317 | +Inf | 03-31-2024 | |
SPIRE WEALTH MANAGEMENT | COM | 752 | $11,840 | 308 | 0.00 | 0.00 | -380 | -55.23 | 03-31-2024 |
PRIVATE OCEAN LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ORG PARTNERS LLC | STAG | Liquidated | $0 | 0 | 0.00 | 270 | +Inf | 03-31-2024 |