Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 451 | $31,000 | 328 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
NOMURA ASSET MANAGEMENT CO LTD | COM | 452 | $12,000 | 300 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
CAITLIN JOHN LLC | COM | 453 | $23,486 | 294 | 0.00 | 294 | +Inf | 12-31-2023 | |
JOHNSON FINANCIAL GROUP INC | COM | 454 | $21,698 | 272 | 0.00 | 272 | +Inf | 12-31-2023 |