Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LOWE WEALTH ADVISORS LLC | COM | 1251 | $3,835 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
BARTLETT & CO LLC | COM | 1252 | $6,000 | 40 | 0.00 | 40 | +Inf | 12-31-2023 | |
CONCOURSE FINANCIAL GROUP SECURITIES INC | COM | 1253 | $5,850 | 40 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
BOGART WEALTH LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -979 | -96.26 | 03-31-2024 |