Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOGART WEALTH LLC | REIT | 601 | $31,491 | 520 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JANICZEK WEALTH MANAGEMENT LLC | COM | 602 | $31,072 | 513 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ADVISORY SERVICES NETWORK LLC | REIT | Liquidated | $0 | 0 | 0.00 | 511 | +Inf | 03-31-2024 | |
NEXT FINANCIAL GROUP INC | COM | 604 | $33,000 | 509 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |