Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KINGS POINT CAPITAL MANAGEMENT | COM | 751 | $23,000 | 322 | 0.00 | 322 | +Inf | 12-31-2021 | |
BLUE TRUST INC | COM | 752 | $23,699 | 319 | 0.00 | 0.00 | 153 | 92.17 | 03-31-2024 |
PLANNING CAPITAL MANAGEMENT CORP | COM | 753 | $23,302 | 314 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 754 | $18,000 | 306 | 0.00 | 0.00 | 118 | 62.77 | 09-30-2021 |