Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOGART WEALTH LLC | Stock | 1101 | $7,380 | 45 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FINANCIAL GRAVITY ASSET MANAGEMENT INC | International Equities | 1102 | $5,508 | 43 | 0.00 | 0.18 | -87 | -66.92 | 09-30-2023 |
CGC FINANCIAL SERVICES LLC | ORD | 1103 | $5,959 | 39 | 0.00 | 39 | +Inf | 12-31-2023 | |
RFP FINANCIAL GROUP LLC | CHKP | 1104 | $6,396 | 39 | 0.00 | 39 | +Inf | 03-31-2024 |