Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COPPELL ADVISORY SOLUTIONS LLC | AVB | 1101 | $2,247 | 12 | 0.00 | 12 | +Inf | 12-31-2023 | |
BOGART WEALTH LLC | REIT | 1102 | $2,106 | 11 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
M&R CAPITAL MANAGEMENT INC | REIT | 1103 | $2,041 | 11 | 0.00 | 11 | +Inf | 03-31-2024 | |
SILICON VALLEY CAPITAL PARTNERS | REIT | 1104 | $1,893 | 10 | 0.00 | 10 | +Inf | 06-30-2023 |