Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVESTOR LTD | COMMON | 901 | $28,000 | 506 | 0.02 | 0.10 | -2,838 | -84.87 | 03-31-2024 |
SUNBELT SECURITIES INC | Stock | 902 | $27,495 | 500 | 0.00 | 0.00 | -900 | -64.29 | 03-31-2024 |
ALPHAMARK ADVISORS LLC | COM | 903 | $27,000 | 500 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | 904 | $26,670 | 485 | 0.00 | 0.00 | 5 | 1.04 | 03-31-2024 |