Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MACROVIEW INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 42 | +Inf | 03-31-2024 | |
DT INVESTMENT PARTNERS LLC | COM | 1002 | $7,350 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BOGART WEALTH LLC | Stock | 1003 | $7,165 | 39 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |