Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 901 | $4,000 | 131 | 0.00 | 0.00 | 1 | 0.77 | 09-30-2021 |
BBVA USA | COM | 902 | $4,000 | 126 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
CHERRY TREE WEALTH MANAGEMENT LLC | COM | 903 | $5,416 | 124 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
RAKUTEN SECURITIES INC | COM | 904 | $5,275 | 114 | 0.00 | 114 | +Inf | 03-31-2024 |