Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOGART WEALTH LLC | Stock | 1251 | $17,513 | 293 | 0.00 | 0.00 | -177 | -37.66 | 03-31-2024 |
FIRST COMMAND ADVISORY SERVICES INC | COM | 1252 | $15,660 | 288 | 0.00 | 0.00 | 26 | 9.92 | 03-31-2024 |
GEN-WEALTH PARTNERS INC | Stock | 1253 | $17,154 | 287 | 0.00 | 287 | +Inf | 03-31-2024 | |
FIRST HORIZON CORP | COMMON STOCK | 1254 | $22,000 | 284 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |