Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMITHFIELD TRUST CO | COM | 551 | $4,000 | 17 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 552 | $3,000 | 16 | 0.00 | 0.00 | 7 | 77.78 | 09-30-2021 |
CVA FAMILY OFFICE LLC | COM | 553 | $3,773 | 15 | 0.00 | 15 | +Inf | 12-31-2023 | |
FINTRUST CAPITAL ADVISORS LLC | COM | 554 | $2,902 | 13 | 0.00 | 13 | +Inf | 03-31-2024 |