Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GW&K INVESTMENT MANAGEMENT LLC | COMMON | 951 | $11,000 | 86 | 0.00 | 0.00 | -7 | -7.53 | 03-31-2024 |
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | COM | 952 | $8,876 | 82 | 0.00 | 82 | +Inf | 12-31-2023 | |
BOGART WEALTH LLC | Stock | 953 | $10,479 | 80 | 0.00 | 0.00 | 1 | 1.27 | 03-31-2024 |
BLUE TRUST INC | COM | 954 | $10,487 | 80 | 0.00 | 0.00 | -80 | -50.00 | 03-31-2024 |