Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 501 | $12,469 | 132 | 0.00 | 0.00 | -128 | -49.23 | 03-31-2024 |
PRIVATE TRUST CO NA | Com | 502 | $12,280 | 130 | 0.00 | 0.00 | -7 | -5.11 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 503 | $9,000 | 125 | 0.00 | 0.00 | 25 | 25.00 | 09-30-2021 |
SIGNATUREFD LLC | COM | 504 | $10,674 | 113 | 0.00 | 0.00 | -74 | -39.57 | 03-31-2024 |