Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOGART WEALTH LLC | Stock | 1551 | $46,792 | 217 | 0.00 | 0.00 | -11 | -4.82 | 03-31-2024 |
MCCLARREN FINANCIAL ADVISORS INC | COM | 1552 | $1,000 | 216 | 0.00 | 0.00 | 214 | 10700.00 | 03-31-2024 |
ASSET DEDICATION LLC | Equities | 1553 | $46,000 | 210 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MONTAG A & ASSOCIATES INC | COM | 1554 | $45,067 | 209 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |