Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOGART WEALTH LLC | Stock | 1451 | $6,059 | 103 | 0.00 | 0.00 | 3 | 3.00 | 03-31-2024 |
MV CAPITAL MANAGEMENT INC | CL A | 1452 | $6,050 | 103 | 0.00 | 0.00 | 2 | 1.98 | 03-31-2024 |
SUTTON WEALTH ADVISORS INC | Stock | 1453 | $5,150 | 102 | 0.00 | 0.00 | -91 | -47.15 | 09-30-2023 |
TYLER-STONE WEALTH MANAGEMENT | CL A | 1454 | $5,873 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |