Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOGART WEALTH LLC | Stock | 1401 | $8,914 | 57 | 0.00 | 0.00 | -16 | -21.92 | 03-31-2024 |
BDO WEALTH ADVISORS LLC | COM | 1402 | $9,545 | 57 | 0.00 | 0.00 | 15 | 35.71 | 06-30-2023 |
COPPELL ADVISORY SOLUTIONS LLC | KEYS | 1403 | $8,750 | 55 | 0.00 | 55 | +Inf | 12-31-2023 | |
TRUSTCORE FINANCIAL SERVICES LLC | COM | 1404 | $8,000 | 54 | 0.00 | 54 | +Inf | 09-30-2022 |