Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHSTREET INVESTMENT ADVISORS LLC | COM | 951 | $16,000 | 200 | 0.43 | 200 | +Inf | 03-31-2022 | |
SARGENT BICKHAM LAGUDIS LLC | COM | 952 | $16,494 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |
SPIRE WEALTH MANAGEMENT | COM | 953 | $19,833 | 194 | 0.00 | 0.00 | 12 | 6.59 | 03-31-2024 |
PARKSIDE FINANCIAL BANK & TRUST | COM | 954 | $19,833 | 194 | 0.00 | 0.00 | 5 | 2.65 | 03-31-2024 |