Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOGART WEALTH LLC | REIT | 701 | $3,572 | 55 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 702 | $4,000 | 51 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
UMB BANK NA | COM | 703 | $3,091 | 48 | 0.00 | 48 | +Inf | 03-31-2024 | |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 47 | +Inf | 03-31-2024 |