Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROCKY MOUNTAIN ADVISERS LLC | COM NEW | 2301 | $53,877 | 135 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GOALVEST ADVISORY LLC | Stock | 2302 | $53,478 | 134 | 0.00 | 0.00 | 11 | 8.94 | 03-31-2024 |
BOGART WEALTH LLC | Stock | 2303 | $53,478 | 134 | 0.00 | 0.00 | 22 | 19.64 | 03-31-2024 |
JOHNSON FINANCIAL GROUP INC | COM NEW | 2304 | $44,195 | 131 | 0.00 | 0.00 | -4 | -2.96 | 12-31-2023 |