Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOGART WEALTH LLC | Stock | 1601 | $25,674 | 536 | 0.00 | 0.00 | 71 | 15.27 | 03-31-2024 |
CAPE INVESTMENT ADVISORY INC | COM NEW | 1602 | $21,523 | 535 | 0.00 | 0.00 | 320 | 148.84 | 12-31-2023 |
FIRST COMMAND ADVISORY SERVICES INC | Common Stock | Liquidated | $0 | 0 | 0.00 | 531 | +Inf | 12-31-2023 | |
FIRST COMMAND ADVISORY SERVICES INC | COM | Liquidated | $0 | 0 | 0.00 | 531 | +Inf | 03-31-2024 |