Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOGART WEALTH LLC | Stock | 2151 | $25,579 | 544 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FSA WEALTH MANAGEMENT LLC | Equity | 2152 | $25,236 | 537 | 0.00 | 0.01 | 102 | 23.45 | 03-31-2024 |
CHERRY TREE WEALTH MANAGEMENT LLC | CL B | 2153 | $22,733 | 534 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GLASS JACOBSON INVESTMENT ADVISORS LLC | CL B | 2154 | $25,062 | 533 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |