Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRADEWINDS CAPITAL MANAGEMENT LLC | COM | 451 | $1,337 | 50 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
LARSON FINANCIAL GROUP LLC | COM | 452 | $1,359 | 47 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BOGART WEALTH LLC | Stock | 453 | $868 | 40 | 0.00 | 0.00 | -30 | -42.86 | 03-31-2024 |
BESSEMER GROUP INC | SC | 454 | $1,000 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |