Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADDISON ADVISORS LLC | COM | 1701 | $122,971 | 597 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BOGART WEALTH LLC | Stock | 1702 | $121,602 | 590 | 0.00 | 0.00 | -36 | -5.75 | 03-31-2024 |
JSAFRA ASSET MANAGEMENT CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -160 | -21.62 | 03-31-2024 |
ARMSTRONG ADVISORY GROUP INC | COM | 1704 | $105,914 | 559 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |