Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOGART WEALTH LLC | Stock | 951 | $77,100 | 1,938 | 0.00 | 0.00 | 94 | 5.10 | 03-31-2024 |
CONCORD WEALTH PARTNERS | COM | 952 | $77,073 | 1,937 | 0.00 | 0.00 | 272 | 16.34 | 03-31-2024 |
CREDIT AGRICOLE S A | COM | 953 | $70,718 | 1,900 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KISTLER-TIFFANY COMPANIES LLC | COM | 954 | $120,125 | 1,895 | 0.00 | 0.02 | -116 | -5.77 | 03-31-2023 |