Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BELL INVESTMENT ADVISORS INC | COM | 851 | $9,081 | 129 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 852 | $62,000 | 128 | 0.01 | 0.01 | 44 | 52.38 | 09-30-2021 |
PRINCIPAL SECURITIES INC | COM | 853 | $8,869 | 126 | 0.00 | 0.00 | 14 | 12.50 | 03-31-2024 |
BOGART WEALTH LLC | Stock | 854 | $7,954 | 113 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |