Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | ADR | 301 | $4,000 | 830 | 0.00 | 0.00 | 56 | 7.24 | 09-30-2021 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 302 | $1,000 | 300 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | ADR | 303 | $1,000 | 224 | 0.00 | 224 | +Inf | 03-31-2022 |