Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOGART WEALTH LLC | Stock | 401 | $4,488 | 48 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | CL A | 402 | $4,420 | 45 | 0.00 | 0.00 | 21 | 87.50 | 12-31-2023 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | CL A | 403 | $3,927 | 42 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SIGNATUREFD LLC | CL A | 404 | $3,740 | 40 | 0.00 | 0.00 | -25 | -38.46 | 03-31-2024 |