Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOGART WEALTH LLC | Stock | 401 | $1,541 | 575 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
US BANCORP \DE\ | COM | 402 | $2,202 | 575 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BALDRIGE ASSET MANAGEMENT LLC | COM | 403 | $2,000 | 553 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
REILLY FINANCIAL ADVISORS LLC | COM | 404 | $3,000 | 525 | 0.00 | 0.00 | 25 | 5.00 | 12-31-2021 |