Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CWM LLC | COM | 501 | $91,000 | 1,739 | 0.00 | 0.00 | 126 | 7.81 | 03-31-2024 |
AVIOR WEALTH MANAGEMENT LLC | REIT | 502 | $91,314 | 1,738 | 0.00 | 0.00 | 988 | 131.73 | 03-31-2024 |
SUNBELT SECURITIES INC | REIT | 503 | $88,950 | 1,693 | 0.00 | 1,693 | +Inf | 03-31-2024 | |
BERMAN CAPITAL ADVISORS LLC | REIT | 504 | $81,000 | 1,589 | 0.01 | 0.01 | 275 | 20.93 | 09-30-2021 |