Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOGART WEALTH LLC | Stock | 2651 | $435,080 | 2,475 | 0.00 | 0.00 | 260 | 11.74 | 03-31-2024 |
COUNTRY TRUST BANK | COMMON STOCK | 2652 | $614,988 | 2,475 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CURATED WEALTH PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 39 | 1.60 | 03-31-2024 |
CONSILIUM WEALTH ADVISORY LLC | COM | 2654 | $434,377 | 2,471 | 0.00 | 0.00 | -38 | -1.51 | 03-31-2024 |