Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOGART WEALTH LLC | Stock | 1001 | $7,116 | 1,834 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SCARBOROUGH ADVISORS LLC | COM | 1002 | $7,000 | 1,804 | 0.00 | 0.00 | -73 | -3.89 | 03-31-2024 |
FIRST MANHATTAN CO LLC | COM | 1003 | $6,855 | 1,751 | 0.00 | 0.00 | 307 | 21.26 | 03-31-2024 |
SANDY SPRING BANK | COM | Liquidated | $0 | 0 | 0.00 | 1,697 | +Inf | 03-31-2024 |