Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LOOMIS SAYLES & CO L P | COMMON | Liquidated | $0 | 0 | 0.00 | 90 | +Inf | 12-31-2023 | |
LEE FINANCIAL CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | 803 | $23,599 | 86 | 0.00 | 0.00 | 2 | 2.38 | 03-31-2024 |
TORTOISE INVESTMENT MANAGEMENT LLC | COM | 804 | $22,512 | 82 | 0.00 | 82 | +Inf | 03-31-2024 |