Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HBC FINANCIAL SERVICES PLLC | Stock | 1301 | $3,000 | 160 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
JACKSON GRANT INVESTMENT ADVISERS INC | COM | 1302 | $3,817 | 158 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BOGART WEALTH LLC | Stock | 1303 | $4,251 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CITY HOLDING CO | COMMON STOCK | 1304 | $3,549 | 147 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |