Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 451 | $8,000 | 96 | 0.00 | 0.00 | 50 | 108.70 | 09-30-2021 |
TRADEWINDS CAPITAL MANAGEMENT LLC | CL A | 452 | $3,877 | 85 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
VERSANT CAPITAL MANAGEMENT INC | Stock | 453 | $3,356 | 84 | 0.00 | 0.00 | -11 | -11.58 | 03-31-2024 |
LARSON FINANCIAL GROUP LLC | CL A | 454 | $2,975 | 79 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |