Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOUND INCOME STRATEGIES LLC | COM | 851 | $1,736 | 41 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BOGART WEALTH LLC | Stock | Liquidated | $0 | 0 | 0.00 | 35 | +Inf | 03-31-2024 | |
M&R CAPITAL MANAGEMENT INC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 854 | $1,485 | 35 | 0.00 | 35 | +Inf | 03-31-2024 |