Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOGART WEALTH LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 10 | 40.00 | 03-31-2024 |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 1152 | $5,843 | 34 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INDEXIQ ADVISORS LLC | COM | 1153 | $5,000 | 34 | 0.00 | 34 | +Inf | 03-31-2022 | |
LAFFER TENGLER INVESTMENTS INC | COMMON STOCKS | Liquidated | $0 | 0 | 0.00 | 31 | +Inf | 03-31-2024 |