Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CWM LLC | COM | 401 | $46,000 | 322 | 0.00 | 0.00 | 32 | 11.03 | 03-31-2024 |
RESURGENT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 403 | $22,000 | 288 | 0.01 | 0.01 | -8 | -2.70 | 06-30-2021 |
BERMAN CAPITAL ADVISORS LLC | Stock | 404 | $20,000 | 283 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |