Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HAZLETT BURT & WATSON INC | SHS - A - | 1551 | $13,000 | 126 | 0.01 | 0.01 | 2 | 1.61 | 03-31-2024 |
WESTSIDE INVESTMENT MANAGEMENT INC | COM | 1552 | $12,785 | 125 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BOGART WEALTH LLC | Stock | 1553 | $12,616 | 123 | 0.00 | 123 | +Inf | 03-31-2024 | |
GW&K INVESTMENT MANAGEMENT LLC | COMMON | 1554 | $13,000 | 123 | 0.00 | 0.00 | 11 | 9.82 | 03-31-2024 |