Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
M&R CAPITAL MANAGEMENT INC | CEF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CONCORD WEALTH PARTNERS | COM | 252 | $17,118 | 1,756 | 0.00 | 0.00 | 85 | 5.09 | 03-31-2024 |
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 1,700 | +Inf | 03-31-2024 | |
BOGART WEALTH LLC | CEF | 254 | $14,625 | 1,500 | 0.00 | 1,500 | +Inf | 03-31-2024 |