Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | COM | 801 | $2,269 | 107 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FOURTHOUGHT FINANCIAL LLC | Stock | 802 | $3,000 | 106 | 0.00 | 106 | +Inf | 09-30-2022 | |
HM PAYSON & CO | COM | 803 | $1,959 | 94 | 0.00 | 0.00 | 62 | 193.75 | 09-30-2023 |
FOCUSED WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -10,000 | -99.08 | 03-31-2024 |