Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD FINANCIAL GROUP LLC | CL A | 1351 | $0 | 45 | 0.00 | 0.00 | 11 | 32.35 | 03-31-2023 |
KISTLER-TIFFANY COMPANIES LLC | CL A | 1352 | $505 | 45 | 0.00 | 0.00 | -2 | -4.26 | 03-31-2023 |
BERMAN CAPITAL ADVISORS LLC | Stock | 1353 | $3,000 | 44 | 0.00 | 0.00 | 31 | 238.46 | 09-30-2021 |
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 42 | +Inf | 12-31-2023 |