Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUE TRUST INC | COM | 901 | $100,442 | 242 | 0.00 | 0.00 | -182 | -42.92 | 03-31-2024 |
BOGART WEALTH LLC | Stock | 902 | $88,406 | 213 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AMERICAN PORTFOLIOS ADVISORS | COM | 903 | $47,053 | 211 | 0.00 | 211 | +Inf | 09-30-2022 | |
EVERMAY WEALTH MANAGEMENT LLC | COM | 904 | $69,628 | 210 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |