Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OGOREK ANTHONY JOSEPH /NY/ /ADV | ARISTA NETWORKS INC | Liquidated | $21,000 | 74 | 0.01 | 0.00 | 74 | +Inf | 03-31-2024 |
ARMSTRONG ADVISORY GROUP INC | COM | 1652 | $16,722 | 71 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BOGART WEALTH LLC | Stock | 1653 | $19,429 | 67 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STEWARD FINANCIAL GROUP LLC | COM | 1654 | $11,000 | 66 | 0.00 | 0.00 | 39 | 144.44 | 03-31-2023 |