Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOGART WEALTH LLC | Stock | 1151 | $7,675,197 | 58,167 | 0.00 | 0.00 | -830 | -1.41 | 03-31-2024 |
AVANTAX PLANNING PARTNERS INC | COM | 1152 | $6,336,990 | 58,127 | 0.00 | 0.00 | -3,186 | -5.20 | 12-31-2023 |
ADDENDA CAPITAL INC | COM | 1153 | $7,663,234 | 57,745 | 0.00 | 0.00 | -162 | -0.28 | 03-31-2024 |
SEVENBRIDGE FINANCIAL GROUP LLC | COM | 1154 | $6,286,928 | 57,668 | 0.00 | 0.00 | 1,217 | 2.16 | 12-31-2023 |