Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | COM | 851 | $14,167,159 | 36,932 | 0.00 | 0.00 | 1,881 | 5.37 | 03-31-2024 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | COM | 852 | $12,728,435 | 36,729 | 0.00 | 0.00 | -30 | -0.08 | 12-31-2023 |
USCA RIA LLC | COM | 853 | $11,702,000 | 36,696 | 0.71 | 0.73 | 197 | 0.54 | 06-30-2021 |
MEAG MUNICH ERGO KAPITALANLAGEGESELLSCHAFT MBH | COM | 854 | $14,072,750 | 36,686 | 0.00 | 0.00 | 14,609 | 66.17 | 03-31-2024 |