Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QSEMBLE CAPITAL MANAGEMENT LP | COM | 851 | $243,640 | 2,063 | 0.00 | 2,063 | +Inf | 12-31-2023 | |
SPIRE WEALTH MANAGEMENT | COM | 852 | $304,396 | 2,054 | 0.00 | 0.00 | 1,852 | 916.83 | 03-31-2024 |
GATEWAY WEALTH PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 2,050 | +Inf | 12-31-2023 | |
HARBOUR INVESTMENTS INC | COM | 854 | $237,853 | 2,014 | 0.00 | 0.00 | -83 | -3.96 | 12-31-2023 |